William Collins Email & Phone Number
Senior Vice President, Investment Consultant, Team COO, Financial Planning Specialist @ Morgan Stanley
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William Collins Location
- New York, NY, US
William Collins Work
- 2012 -now Senior Vice President, Investment Consultant, Team COO, Financial Planning Specialist @
- 2005 -2012 Investment Associate @ UBS Financial Services Inc.
- 2002 -2005 Certified Financial Manager @
William Collins Education
- Baruch College, City University of New York (CUNY)
BBA (Finance & Investments)
2000-2002
William Collins Skills
- Customer Service
- Series 7
- Investment Strategies
- Wealth Management
- Investment Advisory
- Series 63
- Mutual Funds
- Microsoft Excel
- Alternative Investments
- Asset Allocation
- Portfolio Management
- Microsoft Word
William Collins Summary
- William Collins, based in New York, NY, US, is currently a Senior Vice President, Investment Consultant, Team COO, Financial Planning Specialist at Morgan Stanley. William Collins brings experience from previous roles at UBS Financial Services Inc. and Merrill Lynch. William Collins holds a 2000 - 2002 BBA in Finance & Investments @ Baruch College, City University of New York (CUNY). With a robust skill set that includes Customer Service, Series 7, Investment Strategies, Wealth Management, Investment Advisory and more. William Collins has 2 emails and 1 mobile phone numbers on RocketReach.
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