William Trainor work email
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William Trainor personal email
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I am an investment professional with experience in investment management, business development and relationship management, research, and portfolio construction/management. My versatile skill set has allowed me to perform several key functions during my time in the investment management industry.Specialties:Investment Management, Business Development, Marketing, Marketing Strategy, Equity Research, Fundamental Research, Investment Research, Portfolio Construction, Short Selling, Alternative Investments, Hedge Fund Managers, Mutual Funds, Portfolio Managers, Relationship Management, Equities, Asset Allocation, Portfolio Construction, Institutional Clients, Bloomberg, Thomson Reuters, Morningstar, Russell 2000, SalesForcePlease note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org, at 600 Dresher Rd., Horsham, PA 19044, 800-873-7637, www.htk.com. HTK is a wholly- owned subsidiary of The Penn Mutual Life Insurance Company. Cornerstone Financial Group unaffiliated with HTK. Insurance licensed in the states of: FL, MA, ME, NH. This is not an offer or solicitation in any state(s) where not properly licensed. For insurance licensing information, please contact me at my office at (781)229-0777.6492161RG_Mar26
Cornerstone Financial Group
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Independent Financial Advisor - Jr. PartnerCornerstone Financial Group Oct 2018 - PresentPrivate Wealth Management
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Financial Planning AssociateCornerstone Financial Group Mar 2016 - Sep 2018Series 7 / 66
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Real Estate / Estate Planning / Marketing AssociateLaw Office Of John V. Hurd, P.C. Sep 2015 - Feb 2016
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Marketing And Business Development ManagerOff Wall Street Consulting Group Mar 2010 - Dec 2014Cambridge, Massachusetts, Us• Sold a subscription-based, boutique investment research product to professional money managers at hedge funds, mutual funds, and family offices• Helped to manage the OWS client relationships to maximize customer satisfaction • Monitored the performance of the positions in the OWS Long and Short Model Portfolios, analyzing risks and calculating the model portfolio returns on an absolute return basis as well as a relative return basis in comparison to its benchmarksOff Wall Street (OWS) is an independent equity research firm located in Harvard Square, Cambridge, MA. OWS provides fundamental research and buy and sell recommendations to hedge funds and other professional money managers. -
Equity Research InternOff Wall Street Consulting Group Sep 2009 - Feb 2010Cambridge, Massachusetts, Us• Assisted in conducting bottom-up fundamental research for a boutique equity research firm that mainly provides sell recommendations across all sectors to professional money managers• Conducted surveys and interviewed field contacts and consultants to help OWS Senior Analysts investigate the companies for whom they sought to publish research reports
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Financial Advisor AssociateCitigroup Smith Barney Dec 2005 - Apr 2009Series 7 / 63 / 65• Independently built a client base, developing key professional relationships by creating strategies tailored to meet each client’s specific financial goals through the use of financial planning and wealth management; Attended a 2 week Training and Development Program at Citigroup’s campus in Warren, NJ• Assisted a Private Wealth Group with roughly $250 million in assets under management in executing trades, managing customer relationships and increasing their client base / AUM• Performed diligence and tracked the performance of the Fund Managers utilized in the group’s Separately Managed Accounts and Mutual Fund Portfolios
William Trainor Skills
William Trainor Education Details
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Skidmore CollegeGeneral -
Arlington Catholic High SchoolHigh School
Frequently Asked Questions about William Trainor
What company does William Trainor work for?
William Trainor works for Cornerstone Financial Group
What is William Trainor's role at the current company?
William Trainor's current role is Private Wealth Management at Cornerstone Financial Group.
What is William Trainor's email address?
William Trainor's email address is wi****@****ail.com
What schools did William Trainor attend?
William Trainor attended Skidmore College, Arlington Catholic High School.
What are some of William Trainor's interests?
William Trainor has interest in Kids, Cooking, Exercise, Electronics, Traveling, Home Improvement, Golfing, Reading, Hiking, Gussy\"/ My Boxer Puppy.
What skills is William Trainor known for?
William Trainor has skills like Portfolio Management, Alternative Investments, Hedge Funds, Equities, Investments, Asset Management, Equity Research, Finance, Financial Modeling, Financial Analysis, Due Diligence, Valuation.
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