William Harper Email & Phone Number
VP, Team Manager- Premium Elite Relationships @ Merrill Edge
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William Harper Location
- Boston, MA, US
William Harper Work
- 2016 -now VP, Team Manager- Premium Elite Relationships @
- 2014 -2016 AVP, Investment Center Team Manager @
- 2013 -2014 Team Lead, Investment Specialist Sr @
- 2012 -2013 Investment Specialist @
- 2010 -2011 Paraplanner @
- 2009 -2010 Financial Consultant @
- 2008 -2009 Financial Advisor - Inside Sales @
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
- Financial Services
- School Districts
- Portfolio Management
- Series 63
- Financial Planning
- Strategic Planning
- IRAs
- Finance
- Investments
- Fixed Income
- Retirement Planning
- Financial Analysis
- Strategy
- Wealth Management
- Retirement Savings
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 2 mobile phone numbers on RocketReach.
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