William Berg Email & Phone Number
Senior Associate Financial Advisor @ Summitry
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William Berg Location
- California, United States
William Berg Work
- 2026 -now Senior Associate Financial Advisor @
- 2024 -2026 Associate Financial Advisor @
- 2023 -2024 Financial Advisor Assistant @
- 2022 -2023 Associate Wealth Advisor @
- 2022 -2023 Director of Healthcare @
- 2021 -2023 Financial Analyst @
- 2022 -2022 Audit and Assurance Intern @
- 2022 -2022 Financial Services Intern @
- 2021 -2021 Analyst @
- 2018 -2020 New Employee Mentor @
- 2017 -2017 Intern @
William Berg Education
- Santa Clara University Leavey School of Business
Bachelor of Science in Commerce (Finance and Real Estate)
2019-2023 - IES Abroad
Study Milan, Italy - Semester Study Abroad Program, Business Studies (Finance, General)
2021-2021 - St. Louis University High 2015-2019
William Berg Summary
- William Berg, based in California, United States, is currently a Senior Associate Financial Advisor at Summitry. William Berg brings experience from previous roles at Summitry, SageView Advisory Group and Santa Clara Investment Fund. William Berg holds a 2019 - 2023 Bachelor of Science in Commerce in Finance and Real Estate @ Santa Clara University Leavey School of Business. William Berg has 1 emails on RocketReach.
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