William Gates Location
Germantown, TN, US
William Gates Work
- 2023 - now Wealth Advisor @ Beacon Pointe
- 2022 - 2023 Senior Financial Planner @ Legacy Wealth Management, Inc. (Memphis, TN)
- 2015 - 2022 Portfolio Manager @ Delta Asset Management, LLC
- 2009 - 2015 Financial Advisor @ VALIC
- 2006 - 2009 Financial Advisor @ Morgan Stanley
William Gates Education
- University of Mississippi
Bachelor of Business Administration (BBA) (Managerial Finance)
1999 - 2004 - University of Mississippi
Bachelor of Arts (B.A.) (International/Global Studies)
1999 - 2004 - Memphis University School1994 - 1999
William Gates Skills
- Business Development
- Strategy
- Asset Management
- Microsoft Office
- Loan Origination
- Finance
- Loans
- Mortgage Lending
- Customer Service
- Banking
William Gates Summary
William Gates, based in Germantown, TN, US, is currently a Wealth Advisor at Beacon Pointe. William Gates brings experience from previous roles at Legacy Wealth Management, Inc. (Memphis, TN), Delta Asset Management, LLC, VALIC and Smith Barney. William Gates holds a 1999 - 2004 Bachelor of Business Administration (BBA) in Managerial Finance @ University of Mississippi. With a robust skill set that includes Business Development, Strategy, Asset Management, Microsoft Office, Loan Origination and more. William Gates has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Beacon Pointe Employees
-
Shannon Eusey
CEO and Co-Founder at Beacon Pointe
Newport Beach, CA, US25+ -
Allison
Chief Marketing Officer at Beacon Pointe
Newport Beach, CA, US24 -
David le
Chief Technology Officer and Wealth Advisor at Beacon Pointe
Newport Beach, CA, US22 -
Karisa Diephouse
Chief Operating Officer at Beacon Pointe
Mission Viejo, CA, US11 -
Matt Cooper
President at Beacon Pointe
Dallas, TX, US35 -
Mike Breller
Managing Director, Institutional Consulting at Beacon Pointe
Newport Beach, CA, US55+ -
Michael Skillman
Managing Director, Institutional Consulting at Beacon Pointe
Newport Beach, CA, US45+ -
James Davenport
Managing Director, Partner at Beacon Pointe
Newport Beach, CA, US23 -
Michael Dow
Chief Investment Officer at Beacon Pointe
Newport Beach, CA, US25+ -
Rocky Lin
Managing Director at Beacon Pointe
San Jose, CA, US34 -
Don Hertling
Managing Director, Partner at Beacon Pointe
New York, NY, US15+ -
Chitra Staley
Managing Director at Beacon Pointe
Waltham, MA, US15+ -
Jordan Heller
Managing Director, Partner at Beacon Pointe
New York, NY, US25 -
Laine Ainsworth
Managing Director and Partner at Beacon Pointe
Newport Beach, CA, US25+ -
Jill Steinberg
Managing Director and Partner at Beacon Pointe
Bala Cynwyd, PA, US25+ -
Chris Palermo
Managing Director at Beacon Pointe
Phoenix, AZ, US25+
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