William Weldon

William Weldon

Financial Services Representative
Chicago, Illinois, United States

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Work Experience

Fidelity Investments

Financial Services Representative

2023-05-01 - Present

Guaranteed Rate

VP of Mortgage Lending

2020-11-01 - 2023-05-01

Bank of America

VP Wealth Management Lending Officer

2018-09-01 - 2020-11-01

United Home Loans

VP of Mortgage Lending

2012-02-01 - 2018-08-01

Advantage Futures

Assistant Vice President of Accounting

2006-08-01 - 2011-12-01

National Futures Association

Staff Auditor/Analyst

2005-01-01 - 2006-08-01

Skills

financial services finance retirement investments online trading asset management ira 401k mutual funds stocks etf bonds brokerage cash management hsa 529 plans annuities life insurance benefits consulting stock plan services investing business news

Languages

No Languages Available