William McCaskill Email & Phone Number
Wealth Management Advisor @ TIAA
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William McCaskill Location
- New York, NY, US
William McCaskill Work
- 2015 -now Wealth Management Advisor @
- 2005 -2015 First Vice President Wealth Management, Client Advisor @
- 2000 -2004 Vice President @
William McCaskill Education
- Fordham University - Graduate School of Business Administration
Advanced Certiicate in Finance (Banking, Corporate, Finance, and Securities Law)
2003-2004 - Mercy College
Master of Business Administration (M.B.A.) (Finance, General)
2001-2003 - Fordham University
Bachelor of Science (B.S.) (Psychology)
1993-1997
William McCaskill Skills
- Certified Financial
- Banking
- Portfolio Management
- Investments
- Mortgage Lending
- Credit Risk
- Finance
- Financial Services
- Commercial Banking
- Wealth Management
- Life Insurance
- Underwriting
- Risk Management
- Credit
- Consumer Lending
- Certified Financial Planner
- Credit Analysis
- Private Banking
- Retail Banking
- Small Business Lending
- Loans
- Commercial Lending
- Investment Management
William McCaskill Summary
- William McCaskill, based in New York, NY, US, is currently a Wealth Management Advisor at TIAA. William McCaskill brings experience from previous roles at SunTrust Bank and JPMorgan Chase. William McCaskill holds a 2003 - 2004 Advanced Certiicate in Finance in Banking, Corporate, Finance, and Securities Law @ Fordham University - Graduate School of Business Administration. With a robust skill set that includes Certified Financial, Banking, Portfolio Management, Investments, Mortgage Lending and more. William McCaskill has 3 emails and 3 mobile phone numbers on RocketReach.
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