Wealth Management Advisor @ (January 2016 - September 2018)
Vice President - Complex Business Development Manager @ (September 2013 - June 2015)
Director @ SeaCrest Investment Management (October 2006 - August 2013)
Vice President @ Morgan Stanley (September 1984 - April 2006)
Willie Sather Education
University of Minnesota-Twin Cities 1980-1984
Willie Sather Skills
Sales
Services
Purchase
Retail
Accounting
Portfolio Management
Wealth Management
Microsoft Excel
Relationship Management
Series 63
Investments
ETFs
FINRA
Financial Advisory
Reporting
Financial Services
Alternative Investments
Business Development
JavaScript
Management
Securities
Finance
Financial Reporting
Strategic Financial Planning
Asset Management
Equities
Investment Management
Asset Allocation
Consulting
Client Relations
Salesforce.com
Philanthropy
Customer Retention
Strategic Corporate Philanthropy
Fundraising
Sales Management
Nonprofit Organizations
Microsoft Office
High Net Worth Individuals
Risk Management
Customer Service
Willie Sather Summary
Willie Sather, based in Chippewa Falls, WI, US, is currently a Owner at Sather Consulting Services. Willie Sather brings experience from previous roles at Morgan Stanley and SeaCrest Investment Management. Willie Sather holds a 1980 - 1984 University of Minnesota-Twin Cities. With a robust skill set that includes Sales, Services, Purchase, Retail, Accounting and more. Willie Sather has 7 emails and 3 mobile phone numbers on RocketReach.
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