William Trainor Email
Independent Financial Advisor - Jr. Partner
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
William Trainor Location
- Burlington, MA, US
William Trainor Work
- 2018 -now Independent Financial Advisor - Jr. Partner @ Cornerstone Financial Group
- 2016 -2018 Financial Planning Associate @ Cornerstone Financial Group
- 2015 -2016 Real Estate and Estate Planning and Marketing Associate @ Law Office of John V. Hurd, P.C.
- 2010 -2014 Marketing and Business Development Manager @
- 2009 -2010 Equity Research Intern @
- 2005 -2009 Financial Advisor Associate @ Citigroup Smith Barney
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
- Returns
- Financial Advisory
- Consulting
- Wealth Management Services
- Investment Research
- Hold Series 7
- Adjustments
- Finance
- Business Administration
- Dec Alpha
- Road
- Bloomberg Terminal
- Sales and Marketing
- Separately Managed Accounts
- Reuters
- Scholarships
- Model Portfolio
- Subscription
- Travel
- Benchmarking
- Management
- Insurance Planning
- Science
- Short
- Citigroup
- Statistics
- CRM
- Hedge Funds
- Investment Management
- PowerPoint
- Boston
- Accounting
- Salesforce.com
- Golf
- Valuation
- Financial Planning
- Portfolio Management
- Capital Markets
- Customer Satisfaction
- Bloomberg
- Relationship Management
- Asset Allocation
- E Money
- Reports
- Strategy
- Equity Research
- Strategies
- Microsoft Office
- Diligent
- Risk Management
- Asset Management
- Microsoft Excel
- Financial Goals
- New Business Development
- Wealth
- Surveying
- Research
- System Monitoring
- Life And Health Insurance Licenses
- Campaigns
- Springs
- Handling Money
- Boutique
- Market Planning
- Applications
- Financial Modeling
- Model Portfolios
- Business Development
- Series 66
- Marketing
- Hiking
- Redevelopment
- Websites
- Responsibility
- Marketing Materials
- Portfolio
- Absolute Return
- Investments
- Global Marketing
- Financial Services
- Morningstar
- Wealth Management
- Equities
- Mutual Funds
- Image Capture
- Microsoft Word
- Wall Street
- Strategic Marketing
- Financial Analysis
- Email Marketing
- Financial Applications
- Saratoga
- Due Diligence
- Trading
- 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, Returns, Financial Advisory, Consulting, Wealth Management Services and more. William Trainor has 2 emails on RocketReach.
Looking for a different William Trainor?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co