Name variants:
Wilbert Spence,
Wilbur Spence,
Wiley Spence,
Wilfred Spence,
Willard Spence,
William Spence,
Willis Spence,
Wilson Spence
Last updated Jun 25, 2024
Contact Information
Last Update
Jul 7, 2022
Email
wi**@argi.net, wa**@uky.edu
Location
Cincinnati, OH
Company
Workplace
Manager, Research
Boston, MA
Industry
Financial Services, Investment Advisory Service, Investment Advice
Colleagues
Work History
Financial Advisor
2201 High Wickham Pl, Louisville, KY 40245
We are a team of focused specialists that help provide clarity for individuals and businesses through comprehensive, integrated financial services:∙ Comprehensive financial planning∙ Investm...
May 1, 2013 — Mar 2017
Financial Analyst
Responsible for all financial planning & analysis activities including inventory management, budgeting, and forecasting. Aided in design of 2 product lines for patented cryotherapeutic devic...
Dec 2012 — May 2013
Peer Tutor
101 Main St, Lexington, KY 40507
Tutor of accounting and economics
May 2010 — Dec 2012
Founder and Partner
Investment fund operator also in charge of daily operations
Founded in 2009, constructed articles and structure to create hybrid between typical fund and group-managed fund
Oversaw manage...
Jan 2009 — Dec 2012
Intern
40 Wall Street Ct, New York, NY 10005
Researched prospective clients; provided basic office support to representatives
Aug 2011 — Dec 2011
Quality Inspector
2533 Centennial Blvd, Jeffersonville, IN 47130
Jul 2010 — Aug 2010
Education
2009 — 2012
2005 — 2009
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Business Administrator
Tax Preparer
Counselor
Advisor
Security
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Tax Accountant
Skills
Investment Management
Finance
Microsoft Office
Microsoft Word
Financial Modeling
Microsoft Powerpoint
Microsoft Excel
Financial Analysis