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
- 2025 -now Partner @
- 2023 -now Founder @ Providint LLC
- 2021 -2023 Managing Director - Integrations @
- 2020 -2021 Senior Managing Consultant - Integrations @
- 2018 -2020 Managing Consultant - Integrations @
- 2017 -2018 Senior Integrations Consultant @
- 2016 -2017 Senior Integration Consultant @
- 2014 -2016 Integration Consultant @ Meteorix
- 2013 -2014 Associate Business Consultant @ Meteorix
- 2013 -2013 Co-Director @ FeedsMore
- 2013 -2013 Web Application Development Alumni @
- 2012 -2012 Financial Solutions Advisor @
- 2010 -2012 Practice Management Development Associate @
- 2010 -2010 Trade Associate @
- 2008 -2010 Onboarding Coach @
- 2009 -2010 Brokerage Associate @
- 2008 -2009 College Savings Associate @
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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