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William Lalor Location
Morristown, NJ, US
William Lalor Work
Managing Director and Principal @ (January 2019 - Present)
Head of Financial Planning, Client Advisor @ (April 2011 - Present)
Vice President, Wealth Advisor @ The MDE Group, Inc. (July 2004 - April 2011)
Development Engineer @ (January 2000 - July 2003)
William Lalor Education
Rutgers Business School
Masters of Business Administration (Finance)
2003-2005
Rutgers School of Engineering
B.S. (Ceramic Engineering)
1995-1999
William Lalor Skills
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
Certified Financial Planner
Equities
Financial Planning
Fixed Income
Hedge Funds
Investment Advisory
Investment Management
Investment Strategies
Investments
Leadership
Mutual Funds
Portfolio Management
Retirement Planning
Risk Management
Securities
Strategic Financial Planning
Wealth Management
Business Development
Strategy
Java
Management
William Lalor Summary
William Lalor, based in Morristown, NJ, US, is currently a Managing Director and Principal at Simon Quick Advisors, LLC. William Lalor brings experience from previous roles at Simon Quick Advisors, LLC, The MDE Group, Inc. and JDS Uniphase. William Lalor holds a 2003 - 2005 Masters of Business Administration in Finance @ Rutgers Business School. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Certified Financial Planner and more. William Lalor has 2 emails and 2 mobile phone numbers on RocketReach.
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