William Read Email & Phone Number
Senior Portfolio Manager - Wealth Management Advisor
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William Read Location
- Chicago, IL, US
William Read Work
- 2009 -now Senior Portfolio Manager - Wealth Management Advisor @ UBS Financial Services, Inc.
- 2009 -2012 Financial Advisor @ UBS Financial Services. Inc
- 1973 -2009 Financial Advisor @
William Read Education
- Northern Illinois University
MBA (Finance & Economics)
1969-1972
William Read Skills
- Financial Analysis
- Financial Reporting
- Risk Management
- Customer Service
- Investments
- Leadership
- Networking
- Portfolio Management
- Strategic Financial Planning
- Series 63
- Investment Strategies
- Entrepreneurship
- Securities
- Series 7
- Wealth Management
William Read Summary
- William Read, based in Chicago, IL, US, is currently a Senior Portfolio Manager - Wealth Management Advisor at UBS Financial Services, Inc.. William Read brings experience from previous roles at UBS Financial Services. Inc and Merrill Lynch. William Read holds a 1969 - 1972 MBA in Finance & Economics @ Northern Illinois University. With a robust skill set that includes Financial Analysis, Financial Reporting, Risk Management, Customer Service, Investments and more. William Read has 4 emails and 3 mobile phone numbers on RocketReach.
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