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
- 2024 -now Vice President - Private Client Advisor @
- 2022 -2024 Assistant Vice President - Wealth Relationship Manager @
- 2020 -2021 Private Client Banker @
- 2019 -2020 Relationship Banker @
- 2017 -2019 Financial Advisor @
- 2016 -2016 Marketing Manager @ Coddington Capital Management
- 2015 -2016 Intern and Associate Brand Manager @
- 2015 -2015 Wealth Management Intern @
- 2014 -2014 Wealth Management Intern @
- 2013 -2013 Brand Ambassador @
- 2011 -2012 Ocean Lifeguard @ South Shore Beach
- 2010 -2010 Farm Hand @
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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