William Ogilvie's Location
Clarence Center, NY, US
William Ogilvie's Work
- Marine Financing Credit Analyst @ M&T Bank
- Vice President - Wealth Management Banker @ Bank of America Merrill Lynch
- Vice President - Regional Banking Consultant @ Wells Fargo Advisors
- Vice President - District Product Specialist @ Morgan Stanley
- Regional Home Loan Specialist @ Citi
- Select Banker @ M&T Bank
William Ogilvie's Education
- University at Buffalo
Bachelor of Arts (B.A.) (Psychology & Human Services)
1993 - 1998 - Cardinal O'Hara High School
(Regents with Honors)
1990 - 1993 - Andrean High School1989 - 1990
William Ogilvie's Skills
- Series 63
- Banking
- Fixed Income
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Financial Modeling
- Investments
- Mortgage Lending
- Commercial Banking
William Ogilvie's Summary
William Ogilvie, based in Clarence Center, NY, US, is currently a Marine Financing Credit Analyst at M&T Bank, bringing experience from previous roles at Bank of America Merrill Lynch, Wells Fargo Advisors, Morgan Stanley and Citi. William Ogilvie holds a 1993 - 1998 Bachelor of Arts (B.A.) in Psychology & Human Services @ University at Buffalo. With a robust skill set that includes Series 63, Banking, Fixed Income, Retirement Planning, Wealth Management Services and more, William Ogilvie contributes valuable insights to the industry. William Ogilvie has 4 emails on RocketReach.
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