Bill Schmick is a eficient expert, that works in Onota Partners on the position of Partner from 2020. Bill Schmick has earned professional experience in more than six positions at different companies. Bill Schmick went to the Kaplan University and got education there from 2007 to 2008. Pittsfield, Massachusetts is the city, where this professional was lastly known to be living. Bill Schmick's phone and email are accessed through SoftwareOfficial by request.
Name variants:
Billy Schmick,
Billie Schmick
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 9, 2022
Email
ws**@berkshiremm.com
Location
Pittsfield, MA
Company
Onota Partners
Workplace
Partner
Work History
Portfolio Manager
Since 2002, Berkshire Money Management has been a leader in wealth management with over $400 million in assets. We provide the full suite of wealth management services including estate plann...
from Jun 2009
Senior Vice President
3 Atrium Dr SUITE 265, Albany, NY 12205
I managed money for 400 families with assets of $450 million. In addition, wrote financial and investment columns for 25 newspapers and magazines weekly. During this time, I successfully pre...
May 2006 — May 2009
International Insititutional Sales
I advised the largest institutional clients of the firm including Janus, CALPERS, Soros,Funds and Fidelity,
1997 — 2003
Manager of Foreign Equity Sales
New York, NY
I introduced U.S. investments into equity markets throughout the world. I hired and trained sales, trading and research teams throughout my division.
Jan 1983 — Dec 1987
Sergeant, Two Combat Promoitions
I volunteered, for four years of service after graduating from high school. I was a member of now-famous Combined Action Program ( much of modern-day urban warfare in Middle-East is now mode...
May 1966 — May 1970
Education
2007 — 2008
from 2008
1979 — 1981
1974 — 1976
1970 — 1974
Occupations
Executive
Partner
Accountant
Finance and Accounting Specialist
Financial Broker
Portfolio Manager
Leader
Security
Manager
Chief Executive Officer
Chief Executive
Accounting Bookkeeper
Bookkeeper
Investment Analyst
Financial Analyst
Managers
Operations Manager
Corporate Executive
Skills
Portfolio Management
Asset Management
Fixed Income
Equities
Global Investment Management
Financial Planning
Equity Strategy
Client Education
Client Communication
Problem Solving
Wealth Management
Community Outreach
Public Speaking
Teaching