William Francis

William Francis Email and Phone Number

Vice President, Senior Investment Officer at PNC Wealth Management @ Drexel University's LeBow College of Business
William Francis's Location
Greater Philadelphia, United States
About William Francis

William Francis is a Vice President, Senior Investment Officer at PNC Wealth Management at Drexel University's LeBow College of Business.

William Francis's Current Company Details
Drexel University's LeBow College of Business

Drexel University'S Lebow College Of Business

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Vice President, Senior Investment Officer at PNC Wealth Management
William Francis Work Experience Details
  • Pnc Wealth Management
    Vice President, Senior Investment Officer
    Pnc Wealth Management May 2006 - Present
    Wilmington, Delaware, United States
    Responsible for managing and monitoring 250 client portfolios (70 relationships) of equity, fixed income, alternative investments. Lead manager for non-custodied client relationships.
  • Drexel University'S Lebow College Of Business
    Adjunct Assistant Professor
    Drexel University'S Lebow College Of Business Jan 1988 - Present
    Philadelphia, Pennsylvania, United States
    Developed and instructed second-year graduate course ("Comparative Financial Analysis"). Pending courses "Capitalism and Crisis" and "U.S. Economic and Financial History" in the Department of Finance. Guest Lecturer in Executive MBA Programs: DuPont Management MBA Program; Lincoln Financial Group "Financial Perspectives"; Global and Korean Financial Managers seminars.
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  • Neumann University
    Instructor
    Neumann University 2004 - 2013
    Glen Mills, Pennsylvania, United States
    Instructor in graduate-level and continuing education programs focusing on strategic leadership and financial decision-making.
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  • Walnut Asset Management
    Senior Vice President, Senior Portfolio Manager And Director Of Equity Research
    Walnut Asset Management May 1997 - Jun 2005
    Philadelphia, Pennsylvania, United States
    Responsible for monitoring current investment positions and initiating new investment recommendations. Co-developed “enhanced core index” and Total Market Index strategy utilizing exchange-traded funds; lead responsibility for monitoring index positions and initiating trade recommendations.
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  • Wilmington Trust
    Vice President, Portfolio Management
    Wilmington Trust Apr 1992 - May 1997
    Wilmington, Delaware, United States
    Previously, Group Manager, Private Banking Department; member, Asset Allocation and Investment Policy Committee.
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  • Landis Associates
    Vice President, Portfolio Manager And Director Of Investment Research
    Landis Associates Dec 1986 - Mar 1992
    Wilmington, Delaware, United States
  • Wilmington Trust
    Portfolio Manager And Special Equities Analyst
    Wilmington Trust Jan 1984 - Dec 1986
    Wilmington, Delaware, United States
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  • American Institute Of Banking
    Instructor
    American Institute Of Banking 1982 - 1984
    Philadelphia, Pennsylvania, United States
    Instructor for course entitled "Investment Analysis."
  • Sogang University
    Instructor
    Sogang University Sep 1971 - Feb 1972
    Seoul, South Korea
    Instructor of English and writer/director for the University television studio.
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William Francis Education Details

Frequently Asked Questions about William Francis

What company does William Francis work for?

William Francis works for Drexel University's Lebow College Of Business

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

William Francis's current role is Vice President, Senior Investment Officer at PNC Wealth Management.

What schools did William Francis attend?

William Francis attended Allegheny College, Temple University.

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