We found the following information about William Jeter at Abacus Planning Group, where this expert has worked as a Investment Analyst and Advisor since 2013. William's total work experience is over 14 years, during which time William had at least three jobs at different companies to develop skills. William studied at the Auburn University from 2008 to 2012. This person received the following certifications: Chartered Alternative Investment Analyst (Caia), Chartered Financial Analyst (Cfa), and Certified Financial Planner (Cfp®) Professional. William Jeter currently is located in Lexington, South Carolina. You can contact with William by searching for phone or email address or find further info by requesting access to this person's additional details.
Name variants:
Wiliam Jeter,
Williem Jeter,
Bill Jeter,
Billy Jeter,
Billie Jeter,
Will Jeter,
Willie Jeter,
Willy Jeter,
Liam Jeter
Last updated Jun 24, 2024
Contact Information
Last Update
Jun 22, 2022
Email
wi**@abacusplanninggroup.com
Location
Lexington, SC
Company
Workplace
Investment Analyst and Advisor
Columbia, SC
Industry
Financial Services, Investment Advice
Colleagues
Work History
Investment Analyst and Advisor
2500 Devine St, Columbia, SC 29205
Research potential new investments. Conduct due diligence on current the current portfolio to determine optimal asset allocation and to identify changes in mutual fund managers or strategy. ...
from Jan 2013
Feasibility Intern
Conducted research on various demographics, economics, and competitors for a LEGOLAND amusement park in Chengdu, China. Used the research we gathered to create a model to determine profitabi...
May 2012 — Jun 2012
Audit Intern
1704 Laurel St, Columbia, SC 29201
Conducted different auditing tests including: cash disbursement, cash receipts, payroll, journal entry, and inventory testing for not for profit, governmental, and local businesses throughou...
Jun 2011 — Aug 2011
Education
2008 — 2012
Occupations
Financial Broker
Investment Analyst
Advisor
Managers
Accountant
Finance and Accounting Specialist
Apprentice
Artist
Model
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Student Worker
Skills
Microsoft Office
Microsoft Excel
Investments
Finance
Morningstar
Bloomberg
Powerpoint
Customer Service
Microsoft Word
Equity Research
Mutual Funds
Portfolio Management
FAQs about William Jeter
What's the profession of William Jeter?
This professional's job is Investment Analyst and Advisor
What are the main profession of William Jeter?
These person's professions are Financial Broker and Investment Analyst
Where is William Jeter currently located?
William Jeter is currently located in Lexington, South Carolina.
Does the professional have the email address?
wi**@abacusplanninggroup.com is The professional's email address.
How many companies did William Jeter work at?
The professional worked at three jobs.
Where has William Jeter studied?
William studied at the Auburn University from 2008 to 2012.
Are there any professional certifications, that William Jeter has?
This expert received the following certifications: Chartered Alternative Investment Analyst (Caia), Chartered Financial Analyst (Cfa), and Certified Financial Planner (Cfp®) Professional.
What is professional industry that William Jeter is connected to?
This professional works in Financial Services industry.