William McCanney Email & Phone Number
Financial Advisor @ Morgia Wealth Management
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William McCanney Location
- Reading, PA, US
William McCanney Work
- Financial Advisor @ (September 2022 - Present)
- Financial Advisor @ (June 2021 - September 2022)
- Financial Planning Assistant @ Semus Wealth Partners (October 2019 - June 2021)
- Financial Planning Assistant @ Semus & Associates, An Ameriprise Platinum Financial Services® practice (March 2018 - October 2019)
- Analyst @ (June 2016 - March 2018)
- Student @ (August 2014 - May 2016)
- Intern for the Commercial, Industrial and Services and Restructuring Groups @ (May 2015 - August 2015)
- Inventory Manager @ (March 2013 - June 2014)
- Project Manager @ (August 2012 - June 2014)
- Senior Research Assistant @ (June 2010 - May 2012)
- Intern in Department of Infectious Disease @ (June 2011 - July 2011)
William McCanney Education
- University of Pittsburgh Joseph M. Katz Graduate School of Business
Master of Business Administration (M.B.A.) (Finance)
2014-2016 - Gettysburg College
Bachelor of Science (Biochemistry and Molecular Biology)
2008-2012
William McCanney Skills
- Account Management
- Budgets
- Certified Financial Planner
- Contract Negotiation
- Customer Service
- Event Planning
- Financial Planning
- Management
- Marketing
- Microsoft Excel
- Microsoft Office
- Negotiation
- New Business Development
- PowerPoint
- Project Management
- QuickBooks
- Research
- Sales
- Social Media
- Social Networking
- Strategic Planning
William McCanney Summary
- William McCanney, based in Reading, PA, US, is currently a Financial Advisor at Morgia Wealth Management. William McCanney brings experience from previous roles at Northwestern Mutual, Semus Wealth Partners, Semus & Associates, An Ameriprise Platinum Financial Services® practice and Griffin Financial Group. William McCanney holds a 2014 - 2016 Master of Business Administration (M.B.A.) in Finance @ University of Pittsburgh Joseph M. Katz Graduate School of Business. With a robust skill set that includes Account Management, Budgets, Certified Financial Planner, Contract Negotiation, Customer Service and more. William McCanney has 1 emails and 2 mobile phone numbers on RocketReach.
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Others Named William McCanney
William McCanney
Financial Advisor
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