William Morrissey Email & Phone Number
Managing Director and Head of the Independent Channel @ Atria Wealth Solutions
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William Morrissey Location
- California, United States
William Morrissey Work
- Managing Director and Head of the Independent Channel @ (November 2022 - Present)
- Head of Wealth Management @ (January 2019 - January 2021)
- Managing Director and Divisional President, Business Development @ (January 2016 - January 2018)
- Managing Director and Divisional President, Independent Advisor Services @ (January 2014 - January 2016)
- Executive Vice President, Business Development, Independent Advisor Services @ (January 2007 - January 2014)
- Senior Vice President, Advisory Consulting Services @ (January 2004 - January 2007)
- Senior Vice President, Institutional Services @ (January 2000 - January 2002)
- Senior Vice President, District Trust Manager @ (January 2000 - January 2000)
- Positions of increasing responsibility @ (January 1986 - January 1999)
William Morrissey Education
- Stanford University 2015-2015
- Harvard Business School Executive Education 2011-2011
- Boston College
Bachelor of Science (Political Science)
1982-1986
William Morrissey Skills
- Series 7
- Asset Management
- Investments
- Series 63
- Alternative Investments
- Mutual Funds
- Retirement Planning
- Wealth Management
- Investment Advisory
- Series 24
- Asset Allocation
- Strategic Financial Planning
- Insurance
- Management Consulting
- Portfolio Management
- Securities
- Financial Services
- Equities
- FINRA
- Mergers & Acquisitions
- 401k
- Collaborative
- Communication
- Contract Negotiation
- Creative Problem Solving
- Crisis Management
- Employee Engagement
- Employee Training
- Executive Management
- Financial Advisory
- Fixed Annuities
- Investment Advisory Services
- Investment Management
- Investment Strategies
- Leadership
- Management
- Net Promoter Score
- P&L
- Problem Solving
- Public Speaking
- Recruiting
- Research
- Separately Managed Accounts
- Social Media
- Strategic Vision
- Strategy
- Thought Leadership
- Transformation
- Uniform Combined State Law
- Wealth Management Services
William Morrissey Summary
- William Morrissey, based in California, United States, is currently a Managing Director and Head of the Independent Channel at Atria Wealth Solutions. William Morrissey brings experience from previous roles at Guardian Life Insurance and LPL Financial. William Morrissey holds a 2015 - 2015 Stanford University. With a robust skill set that includes Series 7, Asset Management, Investments, Series 63, Alternative Investments and more. William Morrissey has 2 emails and 9 mobile phone numbers on RocketReach.
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