2009 -2021 Private Client Advisor @ JP Morgan Chase Bank, NA.
William Petro Skills
Portfolio Management
Budgets
Equities
Mutual Funds
Strategic Financial Planning
Retirement Planning
Financial Analysis
Investments
Project Management
Financial Reporting
Wealth Management
Series 63
Public Speaking
Series 7
Financial Services
William Petro Summary
William Petro, based in Arcadia, CA, US, is currently a Financial Advisor at TruStage. William Petro brings experience from previous roles at Morgan Stanley and JP Morgan Chase Bank, NA.. With a robust skill set that includes Portfolio Management, Budgets, Equities, Mutual Funds, Strategic Financial Planning and more. William Petro has 1 emails on RocketReach.
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