William Tran Email & Phone Number
Senior Vice President - Senior Relationship Advisor @ Northern Trust Wealth Management
5 free lookup(s).
William Tran Location
- Chicago, IL, US
William Tran Work
- 2024 - now Senior Vice President - Senior Relationship Advisor @
- 2024 - 2024 Senior Vice President @
- 2022 - 2024 Director - Private Wealth Advisor @
- 2018 - 2022 Vice President - Senior Client Advisor and Manager @
- 2017 - 2018 Vice President - Client Advisor @
- 2015 - 2017 Second Vice President - Client Advisor @
- 2012 - 2015 Trust Officer - Personal Trust Advisory Account Manager @
- 2010 - 2012 Wealth Strategies, Sales Associate @
- 2008 - 2010 Investment Services Associate @
William Tran Education
- DePaul University
CFP® (Financial Planning and Services)
2015 - 2016 - DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.) (Financial Analysis and Strategy, Execution & Valuation (SEV))
2011 - 2014 - DePaul University
Bachelor's Degree (Finance)
2006 - 2008
William Tran Skills
- Wealth
- Financial Analysis
- Finance
- Financial Services
- Wealth Management
- Financial Planning
- Wealth Management Services
William Tran Summary
- William Tran, based in Chicago, IL, US, is currently a Senior Vice President - Senior Relationship Advisor at Northern Trust Wealth Management. William Tran brings experience from previous roles at BNY Wealth, BMO Wealth Management - U.S. and Northern Trust Wealth Management. William Tran holds a 2015 - 2016 CFP® in Financial Planning and Services @ DePaul University. With a robust skill set that includes Wealth, Financial Analysis, Finance, Financial Services, Wealth Management and more. William Tran has 1 emails and 2 mobile phone numbers on RocketReach.
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