William Martin Email & Phone Number
Senior Vice President, Investments @ Raymond James
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William Martin Location
- Mason City, IA, US
William Martin Work
- 2007 -now Senior Vice President, Investments @
- 2006 -2007 Senior Vice President, Investments @
- 1987 -2006 Senior Vice President, Investments @
William Martin Education
- The University of Iowa Tippie College of Business
BBA (Finance)
1979-1981 - North Iowa Area Community College
Associate of Arts (AA) (Finance)
1977-1979
William Martin Skills
- Asset Allocation
- Finance
- Financial Advisory
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Securities
- Series 7
- Microsoft Excel
- Customer Service
- Team Building
- Financial Analysis
- Microsoft Office
- PowerPoint
- Excel
- Word
- Joomla
- Microsoft Word
- Data Analysis
- Equities
- Economics
- Entrepreneurship
- Valuation
- Analysis
- Risk Management
- SEO
- Forecasting
- Market Research
- Asset Management
- Outlook
- Strategic Planning
- Marketing
- Social Media Marketing
- Research
- Leadership
- New Business Development
- Negotiation
- Business Strategy
- Business Analysis
- Sales
- Marketing Strategy
- Online Marketing
- Business Planning
- Project Management
- Business Development
- Financial Modeling
- Event Planning
- Access
- Contract Negotiation
- Insurance
- Social Media
- Coaching
- Budgets
- Sales Management
- Management
- Paddling
- Public Speaking
William Martin Summary
- William Martin, based in Mason City, IA, US, is currently a Senior Vice President, Investments at Raymond James. William Martin brings experience from previous roles at UBS and Piper Jaffray. William Martin holds a 1979 - 1981 BBA in Finance @ The University of Iowa Tippie College of Business. With a robust skill set that includes Asset Allocation, Finance, Financial Advisory, Investment Advisory, Investment Strategies and more. William Martin has 1 emails and 2 mobile phone numbers on RocketReach.
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