William Traylor's Location
Chicago, Illinois, United States
William Traylor's Work
- Wealth Advisor @ Mariner Wealth Advisors
- Wealth Manager @ OFM Wealth
- Support Advisor @ OFM Wealth
- Partner and Operations Manager @ Webstar Interactive
- Wealth Management Intern @ Mattson Financial Services
- Tax Accounting Intern @ Ensco plc
- Assistant Broker @ Choice! Energy Services
William Traylor's Education
- Kansas State University
Master of Science
2014 - 2017 - Kansas State University2014 - 2015
- Baylor University
Bachelor of Business Administration (Finance)
2006 - 2009
William Traylor's Skills
- Leadership
- Alternative Investments
- Microsoft Office
- Portfolio Management
- Management
- Investments
- Marketing
- New Business Development
- Sales
- Finance
William Traylor's Summary
William Traylor, based in Chicago, Illinois, United States, is currently a Wealth Advisor at Mariner Wealth Advisors, bringing experience from previous roles at Ofm Wealth, Webstar Interactive and Mattson Financial Services. William Traylor holds a 2014 - 2017 Master of Science @ Kansas State University. With a robust skill set that includes Leadership, Alternative Investments, Microsoft Office, Portfolio Management, Management and more, William Traylor contributes valuable insights to the industry. William Traylor has 1 email on RocketReach.
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