William Fan Email
Associate Wealth Advisor @ Paulson Wealth Management
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William Fan Location
- Chicago, IL, US
William Fan Work
- Associate Wealth Advisor @ (November 2024 - Present)
- Client Care Associate @ (June 2022 - November 2024)
- NEXUS Peer Financial Coach @ (August 2021 - April 2022)
- Peer Support Staff @ (September 2019 - December 2021)
- College Agent Intern @ (May 2021 - September 2021)
- Winter Intern @ (January 2017 - January 2018)
William Fan Education
- Calvin University
Bachelor's degree (Financial Planning)
2018-2022
William Fan Skills
- Peer Tutoring
- Microsoft Office
- Financial Analysis
- Teamwork
- Financial Planning
William Fan Summary
- William Fan, based in Chicago, IL, US, is currently a Associate Wealth Advisor at Paulson Wealth Management. William Fan brings experience from previous roles at Paulson Wealth Management, NEXUS Peer Financial Coaching, Calvin University and New York Life Insurance Company. William Fan holds a 2018 - 2022 Bachelor's degree in Financial Planning @ Calvin University. With a robust skill set that includes Peer Tutoring, Microsoft Office, Financial Analysis, Teamwork, Financial Planning and more. William Fan has 2 emails on RocketReach.
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