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 @ Morgan Stanley
2005 - 2012 Investment Associate @ UBS Financial Services Inc.
2002 - 2005 Certified Financial Manager @ Merrill Lynch
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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

see less

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.

William Collins Emails

Found 2 emails

William Collins Phone Numbers

Found 3 phone numbers

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