William Bolas Email & Phone Number
Senior Managing Director and Partner @ Oxford Harriman & Company
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William Bolas Location
- Cleveland, OH, US
William Bolas Work
- Senior Managing Director and Partner @ (May 2024 - Present)
- Managing Director - Investments - Financial Advisor @ (February 2013 - May 2024)
- Financial Planner and Registered Representative of New England Securities @ New England Financial (January 2010 - February 2013)
- District Manager | Financial Advisor | Business Financial Advisor @ (July 2002 - January 2010)
William Bolas Education
- St. Bonaventure University
BA (Accounting & Finance)
1997-2001
William Bolas Skills
- Finance
- Insurance
- Securities
- Financial Planning
- Sales
- Business Development
- Services
- Investments
- Financial Advisory
- Wealth Preservation Strategies
- Investment Planning
- Retirement Planning
- Strategic Planning
- Marketing
- Training
- Financial Services
- Wealth
- Management
- Mutual Funds
- Wealth Management
William Bolas Summary
- William Bolas, based in Cleveland, OH, US, is currently a Senior Managing Director and Partner at Oxford Harriman & Company. William Bolas brings experience from previous roles at Wells Fargo Advisors, New England Financial and Ameriprise Financial. William Bolas holds a 1997 - 2001 BA in Accounting & Finance @ St. Bonaventure University. With a robust skill set that includes Finance, Insurance, Securities, Financial Planning, Sales and more. William Bolas has 1 emails and 1 mobile phone numbers on RocketReach.
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Senior Managing Director and Partner
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Thomas Erb
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