portfolio management senior associate at bank of america@ Bank of America
Portland, Oregon, United States
William Schwartz
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Oregon State University
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FlashIntel GPTWilliam Schwartz is a highly skilled professional with 14.7 years of experience in various fields such as financial statements, Microsoft Excel, leadership, customer service, budgeting, event planning, teamwork, public speaking, time management, and communication. He is based in the United States and attended Oregon State University. With a strong educational background, William has worked at Bank of America as a Portfolio Management Senior Associate and at U.S. Trust as an Assistant Vice President and Portfolio Manager Associate. He also has experience as a Server and Bartender.
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Emails and Phone Numbers
About
Attended Oregon State University
Work Experience
portfolio management senior associate at bank of america
Banking
William Schwartz's Professional Milestones
- Assistant Vice President | Portfolio Manager Associate (2019-02-01~): Successfully managed portfolios, optimizing strategies and securing sustainable investment opportunities.
- Junior Vice President | Head Baseball Coach (2013-06-01~2014-09-01): Building a strong team culture and establishing a strong coaching career for players.
Education
Business Administration,
Management,
Business Administration And Management,
Bachelors,
Bachelor Of Science,
Business Administration And Management, General,
General
2011-2016Skill
Financial Statements
Microsoft Excel
Leadership
Customer Service
Budgeting
Event Planning
Teamwork
Public Speaking
Time Management
Communication
Certification
Colleagues
Marielou Abboud
relationship manager business owner specialist | communications specialist | entertainment coordinator | beauty advisor | english french arabic and spanish translator
Aaron Wharff
banker small business owner
Judith Ramirez
collector iii at bank of america & owner of mvps studios llc
alka chauhan
Product Owner
Jeremy Lira, MBA
Relationship Manager Business Owner Specialist/Senior Banker at Bank of America
Other Named William Schwartz
Frequently asked questions
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William Schwartz's social media include: Linkedin,
William Schwartz works for Bank of America
William Schwartz's role in Bank of America is portfolio management senior associate at bank of america
William Schwartz works in the industry of Banking
William Schwartz's colleagues are Marielou Abboud,Aaron Wharff,Judith Ramirez
William Schwartz's latest job experience is portfolio management senior associate at bank of america at Bank of America
William Schwartz's latest education in Oregon State University
