William Morales Email & Phone Number
Director | Asset Analyst @ Heritage Strategies LLC
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William Morales Location
- New York, NY, US
William Morales Work
- Director | Asset Analyst @ (May 2025 - Present)
- Bar Attendant @ The Sunset Club at Tappen Beach (July 2023 - June 2026)
- Launch Driver @ (June 2018 - June 2026)
- Range and Cart Attendant @ (July 2023 - September 2023)
William Morales Education
- Fairfield University
Bachelor's degree (Finance)
2022-2026
William Morales Skills
- Communication
- Customer Satisfaction
- Customer Service
- Teamwork
William Morales Summary
- William Morales, based in New York, NY, US, is currently a Director | Asset Analyst at Heritage Strategies LLC. William Morales brings experience from previous roles at The Sunset Club at Tappen Beach, Oyster Bay Marine Center Inc and Mill River Country Club Inc. William Morales holds a 2022 - 2026 Bachelor's degree in Finance @ Fairfield University. With a robust skill set that includes Communication, Customer Satisfaction, Customer Service, Teamwork and more. William Morales has 1 mobile phone numbers on RocketReach.
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Top Heritage Strategies LLC Employees
Ted Zurek
Senior Vice President
New York, NY, US
Thomas Fanning
Partner
New York, NY, US
James Fitzgerald
co managing member
Woodbury, NY, US
Thomas Fanning
Managing Partner
Woodbury, NY, US
James Fitzgerald
Co-Managing Partner
Woodbury, NY, US
Keith McMahon
Director, Estate and Business Analysis
Woodbury, NY, US
Jessica Varkey
Director of Operations
New York, United States
Lisa Siegfried
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Jim Fitzgerald
Private Investor
Locust Valley, NY, US
Jennifer Mejia
Chief Operating Officer
Woodbury, NY, US
Coleen Sherman
Employee Benefits Specialist
New York, NY, US
Chris Halvey
Managing Director, Insurance and Case Design
Woodbury, NY, US
William Morales
Director | Asset Analyst
New York, NY, US
Micah Barker
Client Service Lead
New York, NY, US
Alexander Cover
Director of Asset Analysis
Syosset, NY, US
Mark da Costa
Estate Planning Intern
New York, NY, US
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