William Northey Email & Phone Number
Senior Investment Director - Wealth Management @ U.S. Bank
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William Northey Location
- Billings, MT, US
William Northey Work
- Senior Investment Director - Wealth Management @ (October 2018 - Present)
- Chief Investment Officer, Wealth Management - Community and Metro @ (October 2014 - October 2018)
- Regional Investment Manager, Private Client Group @ (March 2012 - October 2014)
- Managing Director, Private Client Group @ (September 2006 - March 2012)
- Senior Portfolio Manager, Private Asset Management @ (December 2000 - September 2006)
- Equity Analyst @ Montana Board of Investments (January 1998 - December 2000)
- Controller @ Montana Transfer Company (January 1994 - January 1998)
William Northey Education
- University of Montana
MBA (Business Administration)
2000-2004 - CFA Institute
CFA (Chartered Financial Analyst)
2000-2000 - University of Montana
B.S. (Accounting / Finance)
1990-1994
William Northey Skills
- Asset Management
- Portfolio Management
- Series 7
- Credit
- Asset Managment
- Financial Analysis
- Mutual Funds
- Investment Management
- Risk Management
- Financial Modeling
- Investments
- Commercial Lending
- Asset Allocation
- Securities
- Banking
- Equities
- Private Banking
- Valuation
- Estate Planning
- Wealth Management
- Alternative Investments
- Public Speaking
- Fixed Income
- Investment Advisory
- Strategic Financial Planning
- Microsoft Office
- Investment Strategies
- Marketing
- Management
- Credit Analysis
- Loans
- Hedge Funds
- Financial Planning
William Northey Summary
- William Northey, based in Billings, MT, US, is currently a Senior Investment Director - Wealth Management at U.S. Bank. William Northey brings experience from previous roles at U.S. Bank. William Northey holds a 2000 - 2004 MBA in Business Administration @ University of Montana. With a robust skill set that includes Asset Management, Portfolio Management, Series 7, Credit, Asset Managment and more. William Northey has 3 emails on RocketReach.
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