William Bunn Email & Phone Number
Investment Counselor @ Fisher Investments
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William Bunn Location
- Portland, OR, US
William Bunn Work
- Investment Counselor @ (March 2025 - Present)
- Senior Product Manager, Portfolio Services Global Analytics @ (December 2020 - February 2024)
- Real Estate Agent @ (May 2021 - December 2023)
- VP, Senior Portfolio Services Specialist, Product Manager @ (November 2015 - November 2020)
- Client Data Integration Specialist @ (November 2013 - October 2015)
- Associate, Client Services @ (August 2012 - November 2013)
- Associate, Client Services and Product Development @ (October 2010 - July 2012)
- Performance Analyst @ (January 2008 - October 2010)
William Bunn Education
- The University of Connecticut
MBA (Finance)
2009-2013 - University of Connecticut
BS (Agricultural & Resource Economics, Business Minor)
2003-2007
William Bunn Skills
- Data Aggregation
- Performance Analysis
- Account Reconciliation
- Financial Reporting
- Customer Relations
- Product Development
- Process Improvement
- Analysis
- Asset Management
- Finance
- Equities
- Customer Service
- Investments
- Strategic Financial Planning
- Financial Planning
- Financial Analysis
- Analytics
- Management
- Wealth Management
- Financial Modeling
William Bunn Summary
- William Bunn, based in Portland, OR, US, is currently a Investment Counselor at Fisher Investments. William Bunn brings experience from previous roles at FactSet and Cindy Raney & Team. William Bunn holds a 2009 - 2013 MBA in Finance @ The University of Connecticut. With a robust skill set that includes Data Aggregation, Performance Analysis, Account Reconciliation, Financial Reporting, Customer Relations and more. William Bunn has 3 emails and 1 mobile phone numbers on RocketReach.
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