William Martinet Email & Phone Number
Client Service Specialist @ Monograph Wealth
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William Martinet Location
- Los Angeles, CA, US
William Martinet Work
- 2023 -now Client Service Specialist @
- 2022 -2023 Director, Private Wealth Client Services @
- 2019 -2022 Vice President @
- 2019 -2019 Director @ First Republic Investment Management
- 2017 -2018 Associate Director @ First Republic Investment Management
- 2015 -2016 Senior Associate @ First Republic Investment Management
- 2014 -2015 Client Service Associate @ First Republic Investment Management
- 2013 -2014 Client Service Associate @ Luminous Capital/First Republic Investment Management
- 2011 -2013 Research Associate and Quantitative Portfolio Analyst @ Bradford & Marzec
- 2011 -2011 Client Services Intern @ Bradford & Marzec
William Martinet Education
- California State Polytechnic University-Pomona
Bachelor of Science (Finance)
2006-2011 - Carlsbad High School 2002-2006
William Martinet Skills
- Microsoft Office
- Management
- Trading
- Fixed-Income Investing
- Bloomberg
- Client Services
- Leadership
- Wealth Management Services
- Interim Management
- Legal Advice
- Interim
- Corporate Finance
- Market Research
- Risk Management
William Martinet Summary
- William Martinet, based in Los Angeles, CA, US, is currently a Client Service Specialist at Monograph Wealth. William Martinet brings experience from previous roles at Cresset, Evoke Advisors and First Republic Investment Management. William Martinet holds a 2006 - 2011 Bachelor of Science in Finance @ California State Polytechnic University-Pomona. With a robust skill set that includes Microsoft Office, Management, Trading, Fixed-Income Investing, Bloomberg and more. William Martinet has 3 emails and 1 mobile phone numbers on RocketReach.
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