William Morrison Email & Phone Number
Senior Vice President, Investments @ B. Riley Wealth Management
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William Morrison Location
- Chicago, IL, US
William Morrison Work
- 2022 -now Senior Vice President, Investments @
- 2015 -2022 Sr. Investment Executive @
- 2012 -2015 Senior Director - Investments @
- 1992 -2012 Senior Vice President, Investments @
- 1989 -1992 Financial Consultant @ Lehman Brothers
William Morrison Skills
- Portfolio Management
- Financial Modeling
- Investments
- Securities
- Start-ups
- Asset Allocation
- Mergers & Acquisitions
- Valuation
- Financial Services
- Finance
- Strategic Financial Planning
- Risk Management
- Business Strategy
- Series 7
- Equities
- Financial Advisory
- Financial Planning
- Trading
- Start Ups
- Microsoft Office
- Customer Service
- Financial Analysis
- Project Management
- Mergers and Acquisitions
William Morrison Summary
- William Morrison, based in Chicago, IL, US, is currently a Senior Vice President, Investments at B. Riley Wealth Management. William Morrison brings experience from previous roles at National Securities Corporation, Oppenheimer & Co. Inc., Stifel Financial Corp. and Lehman Brothers. With a robust skill set that includes Portfolio Management, Financial Modeling, Investments, Securities, Start-ups and more. William Morrison has 1 emails and 1 mobile phone numbers on RocketReach.
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