If you need more lookups,
subscriptions start at $34 USD/month.
William Fried Location
California, United States
William Fried Work
FOUNDER and FINANCIAL ADVISOR at Starway 360 (Partnered with LPL Financial) @ (June 2026 - Present)
FINANCIAL ADVISOR @ (October 2016 - June 2026)
FOUNDER @ Wenbo Investment (October 2014 - July 2016)
FINANCIAL ADVISER REPRESENTATIVE @ Rayburn West Financial Services (January 2014 - April 2014)
EQUITY RESEARCH INTERN @ Rayburn West Financial Services (October 2013 - December 2013)
ECONOMICS RESEARCH ASSISTANT @ (June 2012 - June 2012)
FOUNDER, PRESIDENT, AND POST-GRADUATE ADVISOR @ Economics and Business Student Association, UC Davis (January 2011 - January 2012)
INTERN @ Morgan Stanley Financial Training Program (October 2011 - December 2011)
ORGANIC CHEMISTRY LAB INTERN @ (January 2009 - January 2009)
FORENSIC ENTOMOLOGY LAB INTERN @ (January 2008 - January 2008)
William Fried Education
Vanderbilt University Owen Graduate School of Management
Master of Science (MS) (Finance)
2012-2013
University of California, Davis
Bachelor of Science (BS) (Neurobiology, Physiology and Behavior)
2006-2011
William Fried Skills
Equity Research Analyst
High Net Worth
Ultra High Net Worth
Equity Research Report
Finance
Series 65 License
LinkedIn
Public Speaking
Mandarin
Microsoft Word
Microsoft Excel
Growth Investing
Private Wealth
Economics
Data Analysis
Financial Analysis
Corporate Finance
Ira
Microsoft Office
Education Saving Account
Personal Financial
Chinese
Value Investing
Cold Calling
Eviews
Corporate Valuation
Social Media
Real Estate
Cold Calling Experience
Investments
Series 65
Valuation
Leadership
PowerPoint
Resources
Financial Accounting
High Net Worth Individuals
Investors
Management
Leadership Development
Diploma in Finance
Financial Modeling
Finra Series 65
Equity Research
Private Wealth Management
Securities
Statistics
Degree in Finance
Personal Financial Planning
Social Media Marketing
Strategy
Ms Finance
Portfolio Management
SAS
William Fried Summary
William Fried, based in California, United States, is currently a FOUNDER and FINANCIAL ADVISOR at Starway 360 (Partnered with LPL Financial) at Starway 360. William Fried brings experience from previous roles at Edward Jones, Wenbo Investment and Rayburn West Financial Services. William Fried holds a 2012 - 2013 Master of Science (MS) in Finance @ Vanderbilt University Owen Graduate School of Management. With a robust skill set that includes Equity Research Analyst, High Net Worth, Ultra High Net Worth, Equity Research Report, Finance and more. William Fried has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different William Fried?
Find contact details for 700 million professionals.