William White Email & Phone Number
Managing Director, CFP, CIMA, CPFA, Portfolio Manager-Solutions Program @ Stifel Financial Corp.
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William White Location
- Naples, FL, US
William White Work
- 2023 -now Managing Director, CFP, CIMA, CPFA, Portfolio Manager-Solutions Program @
- 2023 -2023 Managing Director, CFP, CIMA, CPFA, Senior Portfolio Manager, Wealth Management Advisor @
- 2009 -2023 Senior Portfolio Manager @
- 2010 -2022 Senior Vice President, CFP, CIMA, CFPA, Senior Portfolio Manager, Wealth Management Advisor @
- 2001 -2010 First Vice President, Portfolio Manager, CFP, CIMA, Wealth Management Advisor @
- 1997 -2009 Portfolio Manager @
- 1996 -2000 Vice President, Senior Financial Advisor @
- 1993 -1996 Assistant Vice President, Senior Financial Advisor @
- 1991 -1993 Senior Financial Advisor @
- 1986 -1991 Financial Advisor @
- 2009 -2023 Managing Director, CFP, CIMA, CPFA, Senior Portfolio Manager, Wealth Management Advisor @
- 1984 -1986 Commodity Futures Trader @
William White Education
- Stanford University 2012-2012
- Columbia Business School Executive Education 2011-2011
- Harvard Business School Executive Education 2010-2010
- University of Pennsylvania - The Wharton School 1999-1999
- Illinois State University
Bachelor’s Degree (Omicron Delta Epsilon-International Economics Honor Society)
1980-1983
William White Skills
- Financial Markets
- Certified Financial Planner
- Financial Consulting
- Investment Management
- Financial Risk Management
- Equity Research
- Portfolio Optimization
- Capital Markets
- Risk Management
- Financial Modeling
- Separately Managed Accounts
- Financial Planning
- Wealth Management
- Tax-advantaged Investment Strategies
- Retirement Planning
- Estate Planning
- Private Equity
- Alternative Investments
- Investment Strategies
- Investments
- Portfolio Management
- Asset Allocation
- Asset Managment
- Investment Advisory
- Equities
William White Summary
- William White, based in Naples, FL, US, is currently a Managing Director, CFP, CIMA, CPFA, Portfolio Manager-Solutions Program at Stifel Financial Corp.. William White brings experience from previous roles at Merrill Lynch. William White holds a 2012 - 2012 Stanford University. With a robust skill set that includes Financial Markets, Certified Financial Planner, Financial Consulting, Investment Management, Financial Risk Management and more. William White has 3 emails and 2 mobile phone numbers on RocketReach.
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