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
- 2026 -now Vice President - Fund Finance - Investment Banking @
- 2023 -2026 Vice President - Technology, Media and Telecom - Corporate and Investment Banking @
- 2021 -2023 Associate - Technology, Media and Telecom - Corporate and Investment Banking @
- 2020 -2021 Senior Analyst - Technology, Media and Telecom - Corporate and Investment Banking @
- 2019 -2020 Portfolio Manager - Middle Market Banking @
- 2018 -2019 Financial Analyst - Middle Market Banking @
- 2015 -2018 Analyst - Capital Markets @
- 2014 -2015 Registered Associate - Wealth Management @
William Mason Education
- University of North Carolina at Charlotte
Bachelor of Science (B.S.) (Finance, Minor in Economics)
William Mason Skills
- Leadership
- PowerPoint
- Customer Service
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Time Management
- Public Speaking
- Social Media
- Financial Analysis
- Finance
- Sales
- Financial Services
- Management
- Wealth Management
- Capital Markets
- Banking
- Investments
- Strategic Planning
- Risk Management
- Project Management
- Accounting
- Cash Flow
- Fixed Income
- Corporate Finance
- Valuation
- Portfolio Management
- Financial Modeling
- Data Analysis
- Forecasting
- Financial Accounting
- Relationship Building
- Asset Management
- Credit
- Credit Analysis
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 Leadership, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel and more. William Mason has 1 emails and 2 mobile phone numbers on RocketReach.
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