William Trainor Email
Independent Financial Advisor - Jr. Partner
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William Trainor Location
- Burlington, MA, US
William Trainor Work
- Independent Financial Advisor - Jr. Partner @ Cornerstone Financial Group (October 2018 - Present)
- Financial Planning Associate @ Cornerstone Financial Group (March 2016 - September 2018)
- Real Estate and Estate Planning and Marketing Associate @ Law Office of John V. Hurd, P.C. (September 2015 - February 2016)
- Marketing and Business Development Manager @ (March 2010 - December 2014)
- Equity Research Intern @ (September 2009 - February 2010)
- Financial Advisor Associate @ Citigroup Smith Barney (December 2005 - April 2009)
William Trainor Education
- Skidmore College
Bachelor's Degree (Business Administration and Management, General)
2001-2005 - Arlington Catholic High School
High School
1997-2001
William Trainor Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Bloomberg Terminal
- Capital Markets
- Due Diligence
- E-money
- Equities
- Equity Research
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Services
- Hedge Funds
- Hold Series 7
- Investment Management
- Investments
- Life & Health Insurance Licenses
- Morningstar
- Mutual Funds
- Portfolio Management
- Relationship Management
- Research
- Risk Management
- Series 66
- Trading
- Valuation
- Wealth Management
- Returns
- Consulting
- Wealth Management Services
- Investment Research
- Adjustments
- Business Administration
- Dec Alpha
- Road
- Sales and Marketing
- Separately Managed Accounts
- Reuters
- Scholarships
- Model Portfolio
- Subscription
- Travel
- Benchmarking
- Management
- Insurance Planning
- Science
- Short
- Citigroup
- Statistics
- CRM
- PowerPoint
- Boston
- Accounting
- Salesforce.com
- Golf
- Financial Planning
- Customer Satisfaction
- E Money
- Reports
- Strategy
- Strategies
- Microsoft Office
- Diligent
- Microsoft Excel
- Financial Goals
- New Business Development
- Wealth
- Surveying
- System Monitoring
- Life And Health Insurance Licenses
- Campaigns
- Springs
- Handling Money
- Boutique
- Market Planning
- Applications
- Model Portfolios
- Business Development
- Marketing
- Hiking
- Redevelopment
- Websites
- Responsibility
- Marketing Materials
- Portfolio
- Absolute Return
- Global Marketing
- Image Capture
- Microsoft Word
- Wall Street
- Strategic Marketing
- Email Marketing
- Financial Applications
- Saratoga
- Marketing Strategy
- Series 7
- Selling
William Trainor Summary
- William Trainor, based in Burlington, MA, US, is currently a Independent Financial Advisor - Jr. Partner at Cornerstone Financial Group. William Trainor brings experience from previous roles at Cornerstone Financial Group, Law Office of John V. Hurd, P.C. and Off Wall Street Consulting Group. William Trainor holds a 2001 - 2005 Bachelor's Degree in Business Administration and Management, General @ Skidmore College. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal and more. William Trainor has 2 emails on RocketReach.
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