2021 -
now Vice President, Wealth Management Adviser @
2018 -
2021 VP, Wealth Planner @
2016 -
2018 Financial Consultant @
2015 -
2016 Investment Consultant @
2014 -
2015 Relationship Manager @
2012 -
2014 International Trading Rep @
William E Education
Ithaca College
Bachelor of Science (Business Administration, Finance)
2007
-
2011
Needham High School 2004
-
2007
William E Summary
William E, based in Greenwich, CT, US, is currently a Vice President, Wealth Management Adviser at Fidelity Investments. William E brings experience from previous roles at Fidelity Investments. William E holds a 2007 - 2011 Bachelor of Science in Business Administration, Finance @ Ithaca College. William E has 3 emails and 1 mobile phone numbers on RocketReach.
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