W Morgan Spencer is a high-level expert, who works in Vanguard main office of which is in 3584. as a Line Manager - Trading from 2017. W Morgan Spencer has earned professional experience in more than six positions at various companies. W Morgan Spencer went to the Northern Arizona University and received education there. This expert has such qualifications as Certificationscertified Financial Planner (Cfp®), Accredited Asset Management Specialist (Aams®), and Series 7. Charlotte, North Carolina is the area, where this expert was known to live. The person's phone and email can be easily accessed through this website by request.
Name variants:
W Spencer
Last updated Jun 24, 2024
Contact Information
Last Update
Jul 8, 2022
Email
w.**@gmail.com, ms**@dinancompany.com
Location
Charlotte, NC
Company
Workplace
Colleagues
Work History
Assistant Vice President, Virtual Administrator Services
4707 Executive Dr, San Diego, CA 92121
from Feb 2019
Financial Advisor, High Net Worth
211 Main St, San Francisco, CA 94105
●Deepened relationships with existing clients through financial planning for current and long term investment objectives
●Grew practice through client referrals, marketing events, and proa...
Feb 2011 — Sep 2012
Investment Banking Associate
307 north Gateway Blvd, Phoenix, AZ 85008
●Advised public companies and private equity groups in buy-side M&A transactions exceeding $100 million in size
●Served as key consultant for industries including construction, manufacturi...
Apr 2010 — Feb 2011
Securities Broker and Associate Financial Planner
211 Main St, San Francisco, CA 94105
●Comprehensive client relationship management experience
●Efficient client trade execution; managing risk to both clients and the firm
●Series 6, 7, and 66 Licensed
●Initiated and author...
Jun 2008 — Apr 2010
Private Equity Analyst
●Prepared and vetted project-specific financial models and DCF analyses to analyze profitability
●Conducted real estate market research to find and verify information for forecasting purpo...
Sep 2007 — May 2008
Education
Occupations
Executive
Assistant Vice President
Manager
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Leadership
Financial Analysis
Financial Modeling
Finance
Management
Public Speaking
Investments
Negotiation
Strategy
Strategic Financial Planning
Risk Management
Financial Services
Coaching
Team Leadership
Market Research
Communication
Business Development
Financial Planning
Thought Leadership
New Business Development
Business Analysis
Business Planning
Technical Writing
Stock Valuation
Teaching/Mentoring
Small Business
Economic Analysis
Relationship Management
Writing
Insurance
Legacy Planning
Business Exit Strategy
Portfolio Management
Mutual Funds
Trading
Project Management
Customer Relationship Management
Securities
FAQs about W Morgan Spencer
What's the main profession of W Morgan Spencer?
W is a Assistant Vice President, Virtual Administrator Services.
What jobs is W Morgan Spencer proficient at at?
W Morgan Spencer is a professional Executive and Assistant Vice President jobs.
Where does W Morgan Spencer live?
Charlotte, North Carolina is the place where W Morgan Spencer currently lives
Does the expert have the email address?
w.**@gmail.com and ms**@dinancompany.com is The expert's email address.
How many companies did W Morgan Spencer work at?
W Morgan Spencer worked at six jobs.
Where has W Morgan Spencer studied?
W studied at the Northern Arizona University.
What are the certifications of W Morgan Spencer?
This professional received the following certifications: Certificationscertified Financial Planner (Cfp®), Accredited Asset Management Specialist (Aams®), Series 7, Series 63, and Series 66 (Inactive).
What languages does W Morgan Spencer speak?
W Morgan Spencer speaks English, Spanish, and German.