William Mason Email & Phone Number
Vice President - Fund Finance - Investment Banking @ Wells Fargo
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William Mason Location
- Charlotte, NC, US
William Mason Work
- Vice President - Fund Finance - Investment Banking @ (June 2026 - Present)
- Vice President - Technology, Media and Telecom - Corporate and Investment Banking @ (January 2023 - June 2026)
- Associate - Technology, Media and Telecom - Corporate and Investment Banking @ (February 2021 - January 2023)
- Senior Analyst - Technology, Media and Telecom - Corporate and Investment Banking @ (April 2020 - February 2021)
- Portfolio Manager - Middle Market Banking @ (March 2019 - April 2020)
- Financial Analyst - Middle Market Banking @ (February 2018 - March 2019)
- Analyst - Capital Markets @ (October 2015 - February 2018)
- Registered Associate - Wealth Management @ (May 2014 - October 2015)
William Mason Education
- University of North Carolina at Charlotte
Bachelor of Science (B.S.) (Finance, Minor in Economics)
William Mason Skills
- Accounting
- Asset Management
- Banking
- Business Development
- Capital Markets
- Cash Flow
- Cash Flow Forecasting
- Communication
- Corporate Finance
- Creative Problem Solving
- Credit
- Credit Analysis
- Customer Service
- DCF Valuation
- Data Analysis
- Due Diligence
- Excel Modeling
- Finance
- Financial Accounting
- Financial Analysis
- Financial Metrics
- Financial Modeling
- Financial Services
- Fixed Income
- Forecasting
- Investment Banking
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Modeling
- Portfolio Management
- PowerPoint
- Public Speaking
- Relationship Building
- SQL
- Sales
- Social Media
- Teamwork
- Time Management
- U.S. Generally Accepted Accounting Principles (GAAP)
- Underwriting
- Valuation
- Management
- Wealth Management
- Strategic Planning
- Risk Management
- Project Management
William Mason Summary
- William Mason, based in Charlotte, NC, US, is currently a Vice President - Fund Finance - Investment Banking at Wells Fargo. William Mason brings experience from previous roles at Wells Fargo. William Mason holds a Bachelor of Science (B.S.) in Finance, Minor in Economics @ University of North Carolina at Charlotte. With a robust skill set that includes Accounting, Asset Management, Banking, Business Development, Capital Markets and more. William Mason has 1 emails and 2 mobile phone numbers on RocketReach.
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