William Holman Email & Phone Number
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus @ RBC Wealth Management
5 free lookup(s).
William Holman Location
- Chicago, IL, US
William Holman Work
- 2021 -now Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus @
- 2008 -2021 Senior Financial Advisor, Senior Vice President @
- 2007 -2008 Vice President @ MORGAN STANLEY & CO., INCORPORATED
- 1994 -2007 Vice President @ DEAN WITTER REYNOLDS INC.
- 1990 -1994 COMMERICAL LOAN OFFICER @ YORK STATE BANK, A FIRST COLONIAL BANK
William Holman Education
- Lynchburg College
Bachelor's Degree
1985-1989 - South Kent School
High School
1980-1984
William Holman Skills
- Business Strategy
- Portfolio Management
- Customer Relations
- Strategic Planning
- Investments
- Financial Services
- Estate Planning
- Wealth Management Services
- High Net Worth Individuals
- Customer Service
- Loans
- Asset Allocation
- Alternative Investments
- Wealth Management
- Asset Management
- Equities
- Finance
William Holman Summary
- William Holman, based in Chicago, IL, US, is currently a Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus at RBC Wealth Management. William Holman brings experience from previous roles at Merrill Lynch Wealth Management, MORGAN STANLEY & CO., INCORPORATED, DEAN WITTER REYNOLDS INC. and YORK STATE BANK, A FIRST COLONIAL BANK. William Holman holds a 1985 - 1989 Bachelor's Degree @ Lynchburg College. With a robust skill set that includes Business Strategy, Portfolio Management, Customer Relations, Strategic Planning, Investments and more. William Holman has 3 emails and 1 mobile phone numbers on RocketReach.
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