William Vasconcellos

William Vasconcellos

Certified Investment Management Analyst & Chartered Retirement Planning Counselor, Financial Advisor...
Boise, Idaho, United States

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Work Experience

UBS

Certified Investment Management Analyst, Chartered Retirement Planning Counselor, Financial Advisor

2009-04-01 - Present

Merrill Lynch

Wealth Management Advisor

1988-09-01 - 2009-04-01

Skills

financial services investment banking wealth management asset management banks & credit unions financial advising investing

Languages

German Spanish French English