Private Client Advisor @ JP Morgan Chase Bank, NA. (April 2009 - September 2021)
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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