William Martinet Email & Phone Number

Client Service Specialist @ Monograph Wealth

5 free lookup(s).

William Martinet Location

Los Angeles, CA, US

William Martinet Work

2023 - now Client Service Specialist @ Monograph Wealth
2022 - 2023 Director, Private Wealth Client Services @ Cresset
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2019 - 2022 Vice President @ Evoke Advisors

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

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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

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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.

William Martinet Emails

Found 3 emails

William Martinet Phone Numbers

Found 2 phone numbers

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Top Monograph Wealth Employees

Tyler Laferriere

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William Martinet

Client Service Specialist at Monograph Wealth

Los Angeles, CA, US
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Julianne Delessio

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