Willie Wheat

Willie Wheat

Regional Manager - Private Client Group at TD Wealth Management
New York, New York, United States

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Work Experience

TD

Regional Manager - Private Client Group at TD Wealth Management

2024-06-01 - Present

Charles Schwab

Director - Business Strategy, Client Experience & Advisor Engagement

2022-06-01 - 2024-06-01

Merrill Lynch Wealth Management

Group Director, Financial Advisor

2019-01-01 - 2020-06-01

Morgan Stanley

VP - Regional Wealth Management Banking Manager

2015-07-01 - 2017-11-01

Fifth Third Bank

VP - Branch Manager

2004-08-01 - 2014-02-01

Skills

personal commercial banking brokerage services mutual funds asset management insurance capital markets products services services bancaires personnels et commerciaux services de courtage fonds communs de placement gestion de placements assurance et produits et services lies aux marches de capitaux banks & credit unions financial services

Languages

English French Chinese