William Carlisle

William Carlisle Email and Phone Number

Sr. Financial Advisor @ Vanderbilt Financial Group
United States
William Carlisle's Location
United States, United States
William Carlisle's Contact Details

William Carlisle personal email

n/a
About William Carlisle

William Carlisle is a Sr. Financial Advisor at Vanderbilt Financial Group. He possess expertise in investments, securities, finance, financial services, mutual funds and 32 more skills.

William Carlisle's Current Company Details
Vanderbilt Financial Group

Vanderbilt Financial Group

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Sr. Financial Advisor
United States
William Carlisle Work Experience Details
  • Vanderbilt Financial Group
    Sr. Financial Advisor
    Vanderbilt Financial Group
    United States
    View
  • E*Trade From Morgan Stanley
    Executive Relationship Manager
    E*Trade From Morgan Stanley Jul 2023 - May 2024
    Us
    View
  • E*Trade From Morgan Stanley
    Financial Consultant
    E*Trade From Morgan Stanley Apr 2022 - Jul 2023
    Us
    View
  • Td Ameritrade
    Financial Consultant
    Td Ameritrade May 2020 - Sep 2021
    Omaha, Ne, Us
    View
  • Luminous Financial Group Llc
    Financial Advisor
    Luminous Financial Group Llc Jul 2018 - May 2020
    San Diego, California, Us
    Independent Advisor empowered to create custom Financial Plans. Retirement Planning, Asset Management, and Goals Based Investing.
    View
  • Merrill Lynch
    Senior Associate- Investment Center Team Lead
    Merrill Lynch Dec 2014 - Mar 2018
    New York, Ny, Us
    Supervised Licensed Securities Professionals in Client Service and the Trade Team to ensure compliance and to assist in exceeding client expectations. Consistently led teams that performed in the top of our stack ranking system and provided in depth training and coaching in order to allow associates the best possible opportunity to achieve success.
    View
  • Merrill Lynch
    Premium Investment Specialist
    Merrill Lynch Sep 2012 - Dec 2014
    New York, Ny, Us
    Acted as a relationship consultant to high net worth and high frequency trading clients.
    View
  • Cambridge Investment Research, Inc.
    Transition Consultant
    Cambridge Investment Research, Inc. Aug 2011 - Apr 2012
    Fairfield, Ia, Us
    Ensured Financial Advisory firms had a seamless transition of their business to their new, Independent, Broker Dealer.
    View

William Carlisle Skills

Investments Securities Finance Financial Services Mutual Funds Retirement Planning Trading Wealth Management Financial Advisory Portfolio Management Financial Analysis Customer Relationship Management Strategic Planning Life Insurance Microsoft Office Leadership Public Speaking Management Redtail Arcgis Spss Policy Analysis Sales Excellence Customer Relations Hospitality Management Securities Compliance Albridge Microsoft Crm Investment Operations Customer Service Uniform Combined State Law Asset Allocation Microsoft Excel Training Series 7 Risk Management Project Management

William Carlisle Education Details

  • San Francisco State University
    San Francisco State University
    Political Science

Frequently Asked Questions about William Carlisle

What company does William Carlisle work for?

William Carlisle works for Vanderbilt Financial Group

What is William Carlisle's role at the current company?

William Carlisle's current role is Sr. Financial Advisor.

What is William Carlisle's email address?

William Carlisle's email address is wi****@****ade.com

What schools did William Carlisle attend?

William Carlisle attended San Francisco State University.

What are some of William Carlisle's interests?

William Carlisle has interest in Sustainable Business, Investment Strategy, Entrepreneurship.

What skills is William Carlisle known for?

William Carlisle has skills like Investments, Securities, Finance, Financial Services, Mutual Funds, Retirement Planning, Trading, Wealth Management, Financial Advisory, Portfolio Management, Financial Analysis, Customer Relationship Management.

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