William Spellman's Location
New York, NY, US
William Spellman's Work
- Investment Research and Planning Analyst @ Bleakley Financial Group
- LPL Administrative Associate @ LPL Financial
- Vice President, Investment Consulting @ Prudential Financial
- Director and Vice President, Investment Consulting @ Prudential Financial
- Senior Research Analyst @ Prudential Financial
- Research Analyst @ PaineWebber
- Research Associate - Insurance @ PaineWebber
William Spellman's Education
- Fairleigh Dickinson University
M.B.A. (Finance)
- Hofstra University
B.B.A. (Marketing)
William Spellman's Skills
- Alternative Investments
- Wealth Management
- Portfolio Management
- Capital Markets
- Investment Strategies
- Due Diligence
- Investments
- Business Development
- Asset Management
- Risk Management
William Spellman's Summary
William Spellman, based in New York, NY, US, is currently a Investment Research and Planning Analyst at Bleakley Financial Group, bringing experience from previous roles at LPL Financial and Prudential Financial. William Spellman holds a M.B.A. in Finance @ Fairleigh Dickinson University. With a robust skill set that includes Alternative Investments, Wealth Management, Portfolio Management, Capital Markets, Investment Strategies and more, William Spellman contributes valuable insights to the industry. William Spellman has 2 emails on RocketReach.
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