2020 -
now Managing Director, Private Wealth Advisor, Global Sports and Entertainment Director @
2019 -
2020 Managing Director - Wealth Management @
2011 -
2019 Senior Vice President - Wealth Management @
1993 -
2011 Senior Vice President @
William Platt Education
Washington & Jefferson College
Bachelor of Arts (B.A.) (Business Administration and Management, General)
William Platt Skills
Team Building
Business Analysis
Finance
Customer Service
Strategic Planning
Series 7
Wealth Management
Alternative Investments
Equities
Portfolio Management
Investments
Asset Management
Asset Allocation
Hedge Funds
William Platt Summary
William Platt, based in New York, NY, US, is currently a Managing Director, Private Wealth Advisor, Global Sports and Entertainment Director at Morgan Stanley Private Wealth Management. William Platt brings experience from previous roles at UBS and Morgan Stanley Smith Barney. William Platt holds a Bachelor of Arts (B.A.) in Business Administration and Management, General @ Washington & Jefferson College. With a robust skill set that includes Team Building, Business Analysis, Finance, Customer Service, Strategic Planning and more. William Platt has 3 emails on RocketReach.
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