treasurer at leon n weiner & associates inc@ LEON N. WEINER & ASSOCIATES, INC
Philadelphia, Pennsylvania, United States
William Terry
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Philadelphia University
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FlashIntel GPTWilliam Terry is a Financial Advisor at Windsor Financial Group with 16.2 years of experience in finance, investments, and financial services. He has a strong background in portfolio management, financial analysis, banking, trading, and cash management. William has worked at various companies, including LEON N. WEINER & ASSOCIATES, INC, McAdam Financial, Vizant, and GE Financial. He is skilled in Microsoft Excel, Word, PowerPoint, SAP products, accounting, public speaking, and financial reporting. William is based in the United States.
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Financial Advisor at Windsor Financial Group
Work Experience
treasurer at leon n weiner & associates inc
Treasurer
William Terry's Professional Milestones
- Treasury Analyst (2014-12-01~2015-11-01): Streamlined financial processes, optimizing efficiency, and ensuring accurate reporting for strategic decision-making.
- Treasury Analyst (2012-07-01~2013-09-01): Analyzing credit risk to create profitable investments and improve risk management strategies.
Education
Business Administration
2005-2007Skill
Finance
Investments
Financial Services
Portfolio Management
Financial Analysis
Banking
Trading
Cash Management
Forecasting
Microsoft Excel
Microsoft Word
Microsoft Powerpoint
Sap Products
Accounting
Public Speaking
Financial Reporting
Certification
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