William Forte Email & Phone Number
Senior Director - Investments @ Oppenheimer & Co. Inc.
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William Forte Location
- Jericho, NY, US
William Forte Work
- 2018 -now Senior Director - Investments @
- 2015 -2018 Financial Professional @
- 2014 -2015 Financial Assistant @
William Forte Education
- Saint John's University
Bachelor's Degree (Finance, General)
William Forte Skills
- Leadership
- Financial Advisory
- PowerPoint
- Banking
- Sales
- Wealth Management Services
- Financial Modeling
- Financial Risk
- Bloomberg
- Finance
- Strategic Planning
- Financial Services
- Wealth Management
- Microsoft Office
- Microsoft Word
- Financial Statement Analysis
- Microsoft Excel
- Customer Service
- Financial Analysis
- Management
- Project Management
- Research
- Analysis
- Financial Markets
William Forte Summary
- William Forte, based in Jericho, NY, US, is currently a Senior Director - Investments at Oppenheimer & Co. Inc.. William Forte brings experience from previous roles at AXA Advisors, LLC and RBC Wealth Management. William Forte holds a Bachelor's Degree in Finance, General @ Saint John's University. With a robust skill set that includes Leadership, Financial Advisory, PowerPoint, Banking, Sales and more. William Forte has 3 emails and 1 mobile phone numbers on RocketReach.
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