William Pegram Email & Phone Number
Vice President - Private Client Advisor @ J.P. Morgan
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William Pegram Location
- Mission Viejo, CA, US
William Pegram Work
- Vice President - Private Client Advisor @ (November 2024 - Present)
- Assistant Vice President - Wealth Relationship Manager @ (January 2022 - December 2024)
- Private Client Banker @ (November 2020 - December 2021)
- Relationship Banker @ (April 2019 - November 2020)
- Financial Advisor @ (April 2017 - March 2019)
- Marketing Manager @ Coddington Capital Management (April 2016 - December 2016)
- Intern and Associate Brand Manager @ (August 2015 - April 2016)
- Wealth Management Intern @ (June 2015 - August 2015)
- Wealth Management Intern @ (June 2014 - August 2014)
- Brand Ambassador @ (May 2013 - August 2013)
- Ocean Lifeguard @ South Shore Beach (June 2011 - September 2012)
- Farm Hand @ (May 2010 - August 2010)
William Pegram Education
- University of Rhode Island
Bachelor's Degree
2012-2016 - The Rivers School
High School
2008-2012
William Pegram Skills
- Thinking Differently
- Financial Sales
- Customer Relations
- Leadership
- Communication
- Interpersonal Skills
- Regulatory Guidelines
- Organization Skills
- Mutual Funds
- Banking
- Series 7
- Financial Planning
- Fixed-Income Investing
- Customized Wealth Planning
- Family Wealth Management Strategies
- Goals Based investment strategies
- Investment Advice
- Investment Analysis
- Goal Based Wealth Management
- Private Wealth Management
- Analytical Skills for Problem Solving
William Pegram Summary
- William Pegram, based in Mission Viejo, CA, US, is currently a Vice President - Private Client Advisor at J.P. Morgan. William Pegram brings experience from previous roles at Citi, JPMorgan Chase & Co. and Merrill Lynch Wealth Management, Bank of America Corporation. William Pegram holds a 2012 - 2016 Bachelor's Degree @ University of Rhode Island. With a robust skill set that includes Thinking Differently, Financial Sales, Customer Relations, Leadership, Communication and more. William Pegram has 3 emails and 2 mobile phone numbers on RocketReach.
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