William Slade's Location
San Jose, CA, US
William Slade's Work
- Managing Director @ Slade & Company
- CFO @ Fish Nature Inc
- Financial Consultant @ LPL Financial
- Treasurer, Board of Directors @ Works / San Jose
- Financial Advisor @ VALIC
- Personal Banking Officer @ Wells Fargo
William Slade's Education
- University of California, Davis1997 - 2001
- University of California, Santa Cruz
Certificate (Personal Financial Planning)
2004 - 2005
William Slade's Skills
- Accounting
- Estate Planning
- Strategic Financial Planning
- Management
- Investments
- Financial Planners
- Business Development
- Retirement
- Wealth
- Retirement Planning
William Slade's Summary
William Slade, based in San Jose, CA, US, is currently a Managing Director at Slade & Company, bringing experience from previous roles at Fish Nature Inc, LPL Financial Services, Works / San Jose and AIG / VALIC. William Slade holds a 1997 - 2001 University of California, Davis. With a robust skill set that includes Accounting, Estate Planning, Strategic Financial Planning, Management, Investments and more, William Slade contributes valuable insights to the industry. William Slade has 2 emails on RocketReach.
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