William Bolas Email & Phone Number
Senior Managing Director and Partner @ Oxford Harriman & Company
5 free lookup(s).
William Bolas Location
- Cleveland, OH, US
William Bolas Work
- 2024 - now Senior Managing Director and Partner @
- 2013 - 2024 Managing Director - Investments - Financial Advisor @
- 2010 - 2013 Financial Planner and Registered Representative of New England Securities @ New England Financial
- 2002 - 2010 District Manager | Financial Advisor | Business Financial Advisor @
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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Top Oxford Harriman & Company Employees
William Bolas
Senior Managing Director and Partner
Cleveland, OH, US
Daniel Axelson
Managing Director and Partner
Boston, MA, US
Kent Whitaker
President
New York, NY, US
Kery Hutner
Managing Director and Partner
Cleveland, OH, US
Jim Makee
Executive Vice President - Partner
Cleveland, OH, US
Mike Verda
Managing Partner and Director
Lorain, OH, US
Robert Wert
President, Longview Private Wealth Management
Reading, PA, US
Joseph Digiacomo
Managing Partner
Philadelphia, PA, US
Michael Finkelstein
Partner
Bloomfield Hills, MI, US
Meghan Gallagher
Associate Financial Advisor
Cleveland, OH, US
Dathan Lumpkins
Managing Director - Partner
Saint Joseph, MI, US
Jaime Zarlenga-Siegler
Managing Director and Partner
Chagrin Falls, OH, US
Michelle Saville
Director of Account Operations
Westlake, OH, US
Thomas Erb
Senior Managing Director and Partner
Cleveland, OH, US
Glen Kashetsky
Managing Director
New York, NY, US
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