William Herbert Email & Phone Number
Financial Planner @ Balanced Wealth Manangement
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William Herbert Location
- Boston, MA, US
William Herbert Work
- Financial Planner @ (January 2025 - Present)
- Financial Advisor @ (January 2024 - January 2025)
- Financial Representative @ (September 2022 - January 2025)
- Music Producer and Engineer @ Freelance (January 2016 - September 2022)
- Sales Representative @ (June 2005 - January 2017)
William Herbert Education
- Trinity College-Hartford
Bachelor's degree (Anthropology)
- University of the Western Cape
Anthropology
- Winchester High School
William Herbert Skills
- Ableton Live
- Customer Service
- Derivatives
- Financial Markets
- Financial Planning
- Leadership
- Management
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Project Management
- Public Speaking
- Research
- Sales
- Strategic Planning
William Herbert Summary
- William Herbert, based in Boston, MA, US, is currently a Financial Planner at Balanced Wealth Manangement. William Herbert brings experience from previous roles at HUB Wealth Strategies, The Bulfinch Group, Freelance and Island Oasis. William Herbert holds a Bachelor's degree in Anthropology @ Trinity College-Hartford. With a robust skill set that includes Ableton Live, Customer Service, Derivatives, Financial Markets, Financial Planning and more. William Herbert has 1 emails on RocketReach.
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