William Lafleur's Location
San Diego, CA, US
William Lafleur's Work
- Investment Advisor @ The Wealth Consulting Group
- Semi Retired @ Lafleur Family
- Vice President, Sr. Portfolio Manager @ Mutual of Omaha Bank
- Portfolio Manager and Private Wealth Management @ Buechler Capital Asset Management
- Partner and Private Wealth Management @ Summerset Management
- Sr. Vice President and Portfolio Manager @ Northern Trust Corporation
- Vice President and Sr. Portfolio Manager @ Northern Trust Corporation
William Lafleur's Education
- San Diego State University-California State University
Bachelors (Finance)
1976 - 1979
William Lafleur's Skills
- Investments
- Portfolio Management
- Wealth Management
- Investment Management
- Wealth Management Services
- High Net Worth Individuals
- Fixed Income
- Equities
- Banking
- Mutual Funds
William Lafleur's Summary
William Lafleur, based in San Diego, CA, US, is currently a Investment Advisor at The Wealth Consulting Group, bringing experience from previous roles at Lafleur Family, Mutual of Omaha Bank, Buechler Capital Asset Management and Summerset Management. William Lafleur holds a 1976 - 1979 Bachelors in Finance @ San Diego State University-California State University. With a robust skill set that includes Investments, Portfolio Management, Wealth Management, Investment Management, Wealth Management Services and more, William Lafleur contributes valuable insights to the industry. William Lafleur has 2 emails on RocketReach.
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