William Holly Email & Phone Number
Senior Consultant, Senior Vice President @ Merrill Lynch
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William Holly Location
- York, PA, US
William Holly Work
- 1984 -now Senior Consultant, Senior Vice President @
William Holly Education
- Tufts University
Bachelor's Degree
1972-1976 - The Choate School
High School Diploma/GED
1971-1972 - Thayer Academy
High School Diploma/GED
1967-1971
William Holly Skills
- Series 7
- Wealth Management
- Investments
- Asset Allocation
- Retirement
- Portfolio Management
- Fixed Income
- Financial Advisory
- Asset Management
- 401k
- IRAs
- Investment Management
- Project Management
- Microsoft Office
- Business Development
- Banking
William Holly Summary
- William Holly, based in York, PA, US, is currently a Senior Consultant, Senior Vice President at Merrill Lynch Wealth Management. William Holly holds a 1972 - 1976 Bachelor's Degree @ Tufts University. With a robust skill set that includes Series 7, Wealth Management, Investments, Asset Allocation, Retirement and more. William Holly has 4 emails and 3 mobile phone numbers on RocketReach.
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