William Curtis Email and Phone Number
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William Curtis is a Managing Director and Private Advisor within the Rockefeller Global Family Office. Prior to joining Rockefeller, William had a long career with both Morgan Stanely and Merrill Lynch.For over 22 years, William has been an advisor to the needs of high and ultra-high-net-worth individuals, families, and business owners. With a focus on holistic wealth planning and family office services, William has many years of experience handling the unique circumstances and challenges associated with liquidity events and the complex planning associated with pre and post-transaction advice and guidance.William earned a bachelor’s degree in financial planning at the University of Alabama. As an advocate for children, William serves on the Foundation Board, Annual Fund Committee, and Dream Society for Children’s Healthcare of Atlanta. In addition, he serves on the board for the Georgia Chapter of the National Multiple Sclerosis Society. He lives in Atlanta with his wife, Bonnie, and their two children.
Rockefeller Capital Management
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Managing Director, Private Advisor, Senior Portfolio ManagerRockefeller Capital ManagementAtlanta, Ga, Us
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Managing Director, Private Wealth Advisor, Senior Portfolio ManagerRockefeller Capital Management Jan 2019 - PresentNew York, New York, Us -
Senior Vice President, Senior Portfolio ManagerMerrill Lynch Oct 2008 - Jan 2019New York, Ny, Us -
Senior Vice PresidentMorgan Stanley Dec 2001 - Oct 2008New York, Ny, Us
William Curtis Skills
William Curtis Education Details
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University Of AlabamaBachelor'S Degree
Frequently Asked Questions about William Curtis
What company does William Curtis work for?
William Curtis works for Rockefeller Capital Management
What is William Curtis's role at the current company?
William Curtis's current role is Managing Director, Private Advisor, Senior Portfolio Manager.
What is William Curtis's email address?
William Curtis's email address is wi****@****ail.com
What is William Curtis's direct phone number?
William Curtis's direct phone number is (800) 637*****
What schools did William Curtis attend?
William Curtis attended University Of Alabama.
What skills is William Curtis known for?
William Curtis has skills like Financial Services, Services, Wealth Management.
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