William Mayback Jr Email & Phone Number
Partner @ Qualia Dynamic Advisors
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William Mayback Jr Location
- Chicago, IL, US
William Mayback Jr Work
- Partner @ (September 2025 - Present)
- Founder @ Providint LLC (July 2023 - Present)
- Managing Director - Integrations @ (November 2021 - July 2023)
- Senior Managing Consultant - Integrations @ (January 2020 - November 2021)
- Managing Consultant - Integrations @ (March 2018 - January 2020)
- Senior Integrations Consultant @ (August 2017 - March 2018)
- Senior Integration Consultant @ (May 2016 - August 2017)
- Integration Consultant @ Meteorix (October 2014 - May 2016)
- Associate Business Consultant @ Meteorix (July 2013 - October 2014)
- Co-Director @ FeedsMore (May 2013 - July 2013)
- Web Application Development Alumni @ (March 2013 - June 2013)
- Financial Solutions Advisor @ (April 2012 - October 2012)
- Practice Management Development Associate @ (September 2010 - April 2012)
- Trade Associate @ (January 2010 - September 2010)
- Onboarding Coach @ (July 2008 - September 2010)
- Brokerage Associate @ (January 2009 - January 2010)
- College Savings Associate @ (October 2008 - January 2009)
William Mayback Jr Education
- University of Arizona
Bachelor of Arts (B.A.) (Communication and Media Studies)
2002-2007 - University of Arizona
B.A (Communication and Media Studies)
2002-2007 - NTHS 1998-2002
William Mayback Jr Skills
- Series 63
- Saving for Education
- Retirement Planning
- IRAs
- Data Analysis
- Investments
- Relationship Management
- Performance Metrics
- Investment Advisory
- Asset Allocation
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Operational Efficiency
- Investment Strategies
- Risk Management
- Bond Markets
- Cost Efficiency
- Fixed Income Strategies
- Enterprise Software
- Ruby on Rails
- SaaS
- 401k Rollovers
- Trading
- Equity Derivatives
- Retirement
- Series 65
- DMAIC
- CRM
- Series 7
- Analysis
- Equity Trading
William Mayback Jr Summary
- William Mayback Jr, based in Chicago, IL, US, is currently a Partner at Qualia Dynamic Advisors. William Mayback Jr brings experience from previous roles at Providint LLC and TopBloc. William Mayback Jr holds a 2002 - 2007 Bachelor of Arts (B.A.) in Communication and Media Studies @ University of Arizona. With a robust skill set that includes Series 63, Saving for Education, Retirement Planning, IRAs, Data Analysis and more. William Mayback Jr has 3 emails and 2 mobile phone numbers on RocketReach.
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