William Spencer Email & Phone Number
President
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William Spencer Location
- Garden City, NY, US
William Spencer Work
- 2022 -now Senior Vice President - Senior Wealth Advisor @
- 2015 -now President @ Somerset Associates Ltd.
- 2017 -2022 Senior Vice President, Sr. Wealth Management Advisor @
- 2015 -2015 Managing Director, Portfolio Manager @
- 2011 -2015 Executive Director - Senior Banker @
- 2001 -2011 Senior Vice President, National Sales Director and Chief Investment Officer @
- 2001 -2004 President and CEO @
- 1999 -2001 Senior Vice President, Sales and Marketing @ Rafferty Capital Markets LLC
- 1993 -1999 SVP- Eastern Division @ BISYS/CoreLink Financial
- 1991 -1993 Director, Business Development @ Charles Schwab & Co, Inc.
William Spencer Education
- Harvard Business School Online
Certificate in Alternative Investments (Alternative Investments)
1979-1983 - St. Lawrence University
BA (English)
- Hofstra University
MBA (Finance - Portfolio Management)
William Spencer Skills
- Series 7
- Portfolio Management
- Investments
- Wealth Management
- Leadership
- Hedge Funds
- New Business Development
- Mortgage Lending
- Banking
- Insurance
- Strategic Planning
- Private Equity
- Securities Lending
- Trust Services
- Networking
- Business Development
- Business Analysis
- Microsoft Office
- Marketing
- Asset Management
- Project Management
- Investment Banking
William Spencer Summary
- William Spencer, based in Garden City, NY, US, is currently a President at Somerset Associates Ltd.. William Spencer brings experience from previous roles at Wilmington Trust, People's United Bank, N.A., First Republic Bank and J.P. Morgan Private Bank. William Spencer holds a 1979 - 1983 Certificate in Alternative Investments in Alternative Investments @ Harvard Business School Online. With a robust skill set that includes Series 7, Portfolio Management, Investments, Wealth Management, Leadership and more. William Spencer has 1 emails and 1 mobile phone numbers on RocketReach.
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