William Catlin Email & Phone Number
Director @ BNY
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William Catlin Location
- Boston, MA, US
William Catlin Work
- Director @ (April 2022 - Present)
- Executive Director @ (June 2013 - April 2022)
- Senior Director, Wealth Management @ (January 2004 - January 2013)
- Director, Buy-Side and Sell-Side Solutions @ (January 2000 - January 2004)
- Vice President, Relationship Management @ (January 1997 - January 2001)
- Data Analytics @ (January 1994 - January 1997)
- Associate, Financial Advisor @ (January 1990 - January 1994)
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 Director at BNY. 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 3 mobile phone numbers on RocketReach.
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