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William Coley Email & Phone Number
Incoming Financial Services Intern
at
Charles Schwab
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Incoming Financial Services Intern
Location
Sewanee, Tennessee, United States
Company size
Who is William Coley? Overview
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Quick answer
William Coley is listed as Incoming Financial Services Intern at Charles Schwab, a with 2 employees, based in Sewanee, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for William Coley.
William Coley previously worked as President at Green'S View Capital and Consumer Sector Leader at Green'S View Capital. William Coley holds Finance, Business (Honors), Junior from The University Of The South.
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Email format at Charles Schwab
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Charles Schwab
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Profile bio
About William Coley
William Coley is a Incoming Financial Services Intern at Charles Schwab.
Current workplace
William Coley's current company
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Charles Schwab
5 roles
William Coley work experience
A career timeline built from the work history available for this profile.
President
Current• President of Student Investment Club responsible for actively managed in-house Investment Portfolio with Assets Under Management of approximately $3.2 million• Lead and advise eight sector groups in stock selection, financial modeling, business analysis, and team management with over 95 students• Present quarterly reports to the University's Board of Regents and Investment Management Committee. Reports include most recent custodian statements (Charles Schwab), historical performance reports, current asset allocation, current holdings, and select analysis for top holdings, as well as help compose and finalize a detailed Investment Policy Statement • Continuously monitor the portfolio to ensure that it is compliant with its stated Risk and Reward criteria• Hold Interest Meetings for students who are interested in joining the club and who are also looking to learn more about Investing and Finance• Increased club transparency by participating in open discussion meetings with students and faculty
Jan 2024 - Present
Consumer Sector Leader
• Managed and led the consumer sector with of 8 members through research, valuation, and final pitch for Costco Wholesale
Aug 2023 - Dec 2023
Analyst
• Collaborated with group members to build investment memos in PowerPoint to present to the investment club• Helped build valuation models in excel
Aug 2022 - Jul 2023
Sales Specialist
May 2023 - Dec 2023
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at sewaneegvc.org. View company contacts for 2 employees →
JM
Jackson Mott
Colleague at Charles SchwabEvergreen, Colorado, United States
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BT
Burke Tilton
Colleague at Charles SchwabSewanee, Tennessee, United States
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PB
Peter Barrett
Colleague at Charles SchwabWashington Dc-Baltimore Area, United States
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EM
Emma Meyer
Colleague at Charles SchwabFarragut, Tennessee, United States
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EL
Ethan Lewis
Colleague at Charles SchwabCharlotte, North Carolina, United States
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WR
William R. Cooper Iii
Colleague at Charles SchwabCharlotte, North Carolina, United States
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TC
Thomas Calame
Colleague at Charles SchwabCharlotte, North Carolina, United States
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WD
Wells Durham
Colleague at Charles SchwabUnited States
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SA
Sykes Ashbee
Colleague at Charles SchwabMobile, Alabama, United States
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BP
Brayden Petras
Colleague at Charles SchwabPeachtree City, Georgia, United States
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Jackson Mott
Colleague at Charles SchwabEvergreen, Colorado, United States
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BT
Burke Tilton
Colleague at Charles SchwabSewanee, Tennessee, United States
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PB
Peter Barrett
Colleague at Charles SchwabWashington Dc-Baltimore Area, United States
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EM
Emma Meyer
Colleague at Charles SchwabFarragut, Tennessee, United States
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EL
Ethan Lewis
Colleague at Charles SchwabCharlotte, North Carolina, United States
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WR
William R. Cooper Iii
Colleague at Charles SchwabCharlotte, North Carolina, United States
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TC
Thomas Calame
Colleague at Charles SchwabCharlotte, North Carolina, United States
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WD
Wells Durham
Colleague at Charles SchwabUnited States
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SA
Sykes Ashbee
Colleague at Charles SchwabMobile, Alabama, United States
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BP
Brayden Petras
Colleague at Charles SchwabPeachtree City, Georgia, United States
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2 education records
William Coley education
Finance, Business (Honors), Junior
Education record
FAQ
Frequently asked questions about William Coley
Quick answers generated from the profile data available on this page.
What company does William Coley work for?
William Coley works for Charles Schwab.
What is William Coley's role at Charles Schwab?
William Coley is listed as Incoming Financial Services Intern at Charles Schwab.
Where is William Coley based?
William Coley is based in Sewanee, Tennessee, United States while working with Charles Schwab.
What companies has William Coley worked for?
William Coley has worked for Charles Schwab, Green'S View Capital, and Onward Reserve.
Who are William Coley's colleagues at Charles Schwab?
William Coley's colleagues at Charles Schwab include Jackson Mott, Burke Tilton, Peter Barrett, Emma Meyer, and Ethan Lewis.
How can I contact William Coley?
You can use AeroLeads to view verified contact signals for William Coley at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did William Coley attend?
William Coley holds Finance, Business (Honors), Junior from The University Of The South.
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