William Catlin Email & Phone Number
Executive Director @ BNY
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William Catlin Location
- Boston, MA, US
William Catlin Work
- 2022 -now Executive Director @
- 2013 -2022 Executive Director @
- 2004 -2013 Senior Director, Wealth Management @
- 2000 -2004 Director, Buy-Side and Sell-Side Solutions @
- 1997 -2001 Vice President, Relationship Management @
- 1994 -1997 Data Analytics @
- 1990 -1994 Associate, Financial Advisor @
William Catlin Education
- Northwestern University
Bachelor of Arts (B.A.)
1986-1990
William Catlin Skills
- Equities
- Asset Managment
- Financial Services
- Mutual Funds
- Investments
- Financial Markets
- Securities
- Relationship Management
- Wealth Management
- Portfolio Management
- Capital Markets
- Fixed Income
- Strategy
- Business Analysis
- Mergers & Acquisitions
- Business Development
- Competitive Analysis
- Risk Management
- Bloomberg
- Leadership
- Trading
- CRM
- Asset Management
- Start-ups
- Finance
- Cross-functional Team Leadership
- Product Management
- Start Ups
- Cross Functional Team Leadership
- Mergers and Acquisitions
William Catlin Summary
- William Catlin, based in Boston, MA, US, is currently a Executive Director at BNY Mellon. William Catlin brings experience from previous roles at J.P. Morgan, Thomson Reuters and Funds Distributor, Inc. (acquired by Bisys 2002, Citi 2006, Foreside 2007). William Catlin holds a 1986 - 1990 Bachelor of Arts (B.A.) @ Northwestern University. With a robust skill set that includes Equities, Asset Managment, Financial Services, Mutual Funds, Investments and more. William Catlin has 1 emails and 2 mobile phone numbers on RocketReach.
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