William Morrissey Email & Phone Number
Managing Director and Head of the Independent Channel @ Atria Wealth Solutions
William Morrissey's Location
California, United States
William Morrissey's Work
- Managing Director and Head of the Independent Channel @ Atria Wealth Solutions
- Head of Wealth Management @ Guardian Life Limited
- Managing Director and Divisional President, Business Development @ LPL Financial
- Managing Director and Divisional President, Independent Advisor Services @ LPL Financial
- Executive Vice President, Business Development, Independent Advisor Services @ LPL Financial
- Senior Vice President, Advisory Consulting Services @ LPL Financial
- Senior Vice President, Institutional Services @ Fidelity Investments
- Senior Vice President, District Trust Manager @ Merrill Lynch
- Positions of increasing responsibility @ Fidelity Investments
William Morrissey's Education
- Boston College
Bachelor of Science (Political Science)
1982 - 1986 - Stanford University2015 - 2015
- Harvard Business School Executive Education2011 - 2011
William Morrissey's Skills
- Series 7
- Asset Management
- Investments
- Series 63
- Alternative Investments
- Mutual Funds
- Retirement Planning
- Wealth Management
- Investment Advisory
- Series 24
William Morrissey's Summary
William Morrissey, based in California, United States, is currently a Managing Director and Head of the Independent Channel at Atria Wealth Solutions, bringing experience from previous roles at Guardian Life Insurance and LPL Financial. William Morrissey holds a 1982 - 1986 Bachelor of Science in Political Science @ Boston College. With a robust skill set that includes Series 7, Asset Management, Investments, Series 63, Alternative Investments and more, William Morrissey contributes valuable insights to the industry. William Morrissey has 5 emails and 4 mobile phone numbers on RocketReach.
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