William Sumner Email & Phone Number
Manager of Investment Operations, SMA Trading @ Manulife Wealth & Asset Management
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William Sumner Location
- Needham, MA, US
William Sumner Work
- Manager of Investment Operations, SMA Trading @ (March 2025 - Present)
- SMA Trader @ (November 2022 - March 2025)
- Investment Support Specialist @ (November 2021 - November 2022)
- Senior Operations Specialist @ (February 2021 - November 2021)
- Corporate Action Specialist @ (August 2019 - February 2021)
- Intern @ (May 2018 - August 2018)
- Wealth Management Intern @ (January 2018 - April 2018)
- Internship @ Peter Gammons (May 2016 - August 2016)
William Sumner Education
- Trinity College-Hartford
Bachelor's degree (PSYCHOLOGY)
2015-2019
William Sumner Skills
- Microsoft Excel
- Customer Service
- Microsoft Word
- Research
- Social Media
- PowerPoint
- Bloomberg Terminal
- Bloomberg
- Public Speaking
- Teamwork
- Leadership
- Bloomberg Market Concepts Certification
William Sumner Summary
- William Sumner, based in Needham, MA, US, is currently a Manager of Investment Operations, SMA Trading at Manulife Investment Management. William Sumner brings experience from previous roles at Manulife Investment Management and Brown Brothers Harriman. William Sumner holds a 2015 - 2019 Bachelor's degree in PSYCHOLOGY @ Trinity College-Hartford. With a robust skill set that includes Microsoft Excel, Customer Service, Microsoft Word, Research, Social Media and more. William Sumner has 1 emails and 1 mobile phone numbers on RocketReach.
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