William Slade Location
- San Jose, CA, US
William Slade Work
- 2004 -now Managing Director @
- 2016 -2018 CFO @ Fish Nature Inc
- 2006 -2010 Financial Consultant @
- 2007 -2009 Treasurer, Board of Directors @ Works / San Jose
- 2001 -2006 Financial Advisor @
- 1998 -2001 Personal Banking Officer @
William Slade Education
- University of California, Santa Cruz
Certificate (Personal Financial Planning)
2004-2005 - University of California, Davis 1997-2001
- Colorado State University
Masters of Science (Accounting)
William Slade Skills
- Retirement
- Investments
- Tax Preparation
- Financial Planning
- Tax Compliance
- Business Planning
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Services
- Mutual Funds
- Management
- Project Planning
- Public Speaking
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Tax
- Wealth
- Team Management
- Xero
- Wealth Management
- Accounting
- Business Development
- Corporate Finance
- Leadership
- Project Management
- PowerPoint
- Microsoft Office
- Strategic Planning
William Slade Summary
- William Slade, based in San Jose, CA, US, is currently a Managing Director at Slade & Company. William Slade brings experience from previous roles at Fish Nature Inc, LPL Financial Services, Works / San Jose and AIG / VALIC. William Slade holds a 2004 - 2005 Certificate in Personal Financial Planning @ University of California, Santa Cruz. With a robust skill set that includes Retirement, Investments, Tax Preparation, Financial Planning, Tax Compliance and more. William Slade has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Slade & Company Employees
Peter Brajkovich
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Glendora, CA, US
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