William Blair Email & Phone Number
Senior Vice President | Financial Advisor @ CAPTRUST
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William Blair Location
- Charlotte, NC, US
William Blair Work
- Senior Vice President | Financial Advisor @ (April 2015 - Present)
- Leadership Charlotte Class 42 Member @ (August 2020 - Present)
- Wealth Planning Analyst @ (June 2013 - March 2015)
- Financial Consultant @ (September 2011 - June 2013)
- Financial Analyst @ (August 2010 - September 2011)
William Blair Education
- North Carolina State University
Bachelor's degree (Business Administration)
2006-2010 - North Carolina State University
Bachelor's degree (Accounting)
2006-2010
William Blair Skills
- Microsoft Office
- Financial Modeling
- Financial Reporting
- Project Management
- Strategic Financial Planning
- PowerPoint
- Microsoft Word
- Microsoft Excel
- SharePoint
- Recruiting
- Data Mining
- Balance Sheet
- Hyperion Essbase
- Corporate Finance
- Life Insurance
- Retirement Planning
- Investments
- Estate Planning
- Multi Generational Wealth Transfer
- Charitable Trusts
- Estate Tax Planning
- Disability Insurance
William Blair Summary
- William Blair, based in Charlotte, NC, US, is currently a Senior Vice President | Financial Advisor at CAPTRUST. William Blair brings experience from previous roles at Leadership Charlotte and Wells Fargo Private Bank. William Blair holds a 2006 - 2010 Bachelor's degree in Business Administration @ North Carolina State University. With a robust skill set that includes Microsoft Office, Financial Modeling, Financial Reporting, Project Management, Strategic Financial Planning and more. William Blair has 1 emails and 1 mobile phone numbers on RocketReach.
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