William Harper Location
Boston, MA, US
William Harper Work
- 2016 - now VP, Team Manager- Premium Elite Relationships @ Merrill Edge
- 2014 - 2016 AVP, Investment Center Team Manager @ Merrill Edge
- 2013 - 2014 Team Lead, Investment Specialist Sr @ Merrill Edge
- 2012 - 2013 Investment Specialist @ Merrill Edge
- 2010 - 2011 Paraplanner @ Financial Services Company
- 2009 - 2010 Financial Consultant @ AXA Advisors, LLC
- 2008 - 2009 Financial Advisor - Inside Sales @ Financial Services Company
William Harper Education
- University of Massachusetts, Amherst
B.A. (Economics)
2003 - 2008
William Harper Skills
- Daily Operations
- Equities
- Mutual Funds
- Microsoft Office
- Strategic Financial Planning
- Securities
- Accounting
- Series 7
- Resources
- Analysis
William Harper Summary
William Harper, based in Boston, MA, US, is currently a VP, Team Manager- Premium Elite Relationships at Merrill Edge. William Harper brings experience from previous roles at Merrill Edge and Ameriprise Financial Services, Inc.. William Harper holds a 2003 - 2008 B.A. in Economics @ University of Massachusetts, Amherst. With a robust skill set that includes Daily Operations, Equities, Mutual Funds, Microsoft Office, Strategic Financial Planning and more. William Harper has 2 emails and 1 mobile phone numbers on RocketReach.
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