Willie Wheat Email & Phone Number
Regional Manager - Private Client Group at TD Wealth Management @ E-Logic Info Tech Ltd
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Willie Wheat Location
- New York, NY, US
Willie Wheat Work
- Regional Manager - Private Client Group at TD Wealth Management @ (June 2024 - Present)
- Director - Business Strategy, Client Experience and Advisor Engagement @ (June 2022 - June 2024)
- VP - Ultra High Net Worth Sales @ (June 2020 - June 2022)
- Group Director, Financial Advisor @ (January 2019 - June 2020)
- VP - Regional Wealth Management Banking Manager @ (July 2015 - November 2017)
- Private Banker @ (February 2014 - July 2015)
- VP - Branch Manager @ (August 2004 - February 2014)
Willie Wheat Education
- Cornell University
Master of Business Administration - MBA
- The Ohio State University
Bachelor's degree (Economics)
Willie Wheat Skills
- Banking
- Credit
- Finance
- Management
- Leadership
- Portfolio Management
- Wealth Management
- Financial Analysis
- Sales Management
- Small Business Lending
- Consumer Lending
- Commercial Banking
- Commercial Lending
Willie Wheat Summary
- Willie Wheat, based in New York, NY, US, is currently a Regional Manager - Private Client Group at TD Wealth Management at TD. Willie Wheat brings experience from previous roles at Charles Schwab, Merrill Lynch Wealth Management and Morgan Stanley. Willie Wheat holds a Master of Business Administration - MBA @ Cornell University. With a robust skill set that includes Banking, Credit, Finance, Management, Leadership and more. Willie Wheat has 1 emails and 1 mobile phone numbers on RocketReach.
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