William Bunn Email & Phone Number
Investment Counselor @ Fisher Investments
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William Bunn Location
- Portland, OR, US
William Bunn Work
- 2025 -now Investment Counselor @
- 2020 -2024 Senior Product Manager, Portfolio Services Global Analytics @
- 2021 -2023 Real Estate Agent @
- 2015 -2020 VP, Senior Portfolio Services Specialist, Product Manager @
- 2013 -2015 Client Data Integration Specialist @
- 2012 -2013 Associate, Client Services @
- 2010 -2012 Associate, Client Services and Product Development @
- 2008 -2010 Performance Analyst @
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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