William Haggard

William Haggard Email and Phone Number

Director of Investments at Northwestern Mutual @ Northwestern Mutual
milwaukee, wisconsin, united states
William Haggard's Location
Salem, Massachusetts, United States, United States
William Haggard's Contact Details

William Haggard work email

William Haggard personal email

About William Haggard

A leader with strong client service and communication skills. Over ten years of experience in the financial industry, with a specialization in client relationship building across multiple asset classes. Highly organized individual with the ability to meet all project deadlines. Proven ability to build and sustain long-lasting business relationships while fostering teamwork. Ability to handle numerous projects simultaneously and communicate effectively through verbal and written presentations at all levels

William Haggard's Current Company Details
Northwestern Mutual

Northwestern Mutual

View
Director of Investments at Northwestern Mutual
milwaukee, wisconsin, united states
Employees:
31224
William Haggard Work Experience Details
  • Northwestern Mutual
    Director Of Investments
    Northwestern Mutual Jul 2023 - Present
    Braintree, Massachusetts, United States
  • Northwestern Mutual
    Sr. Investment Analyst
    Northwestern Mutual Sep 2021 - Jul 2023
    Braintree, Massachusetts, United States
  • Swiss Society Of Boston
    Member Of The Board Of Advisors
    Swiss Society Of Boston Jan 2019 - Present
    Boston, Massachusetts, United States
  • Merrill Lynch
    Assistant Vice President, Wealth Management Banking
    Merrill Lynch Sep 2020 - Sep 2021
    Wellesley, Massachusetts, United States
  • Ethic, A Wealth Bank
    Private Banker
    Ethic, A Wealth Bank Dec 2019 - Sep 2020
    Boston, Massachusetts
  • Citizens Bank
    Assistant Vice President, Premier Wealth Advisor
    Citizens Bank Feb 2019 - Dec 2019
    Boston, Massachusetts
  • Citizens Investment Services
    Assistant Vice President, Financial Advisor
    Citizens Investment Services Mar 2016 - Dec 2019
    Burlington, Ma
  • Merrill Lynch
    Assistant Vice President, Financial Advisor
    Merrill Lynch Apr 2012 - Mar 2016
    Boston, Ma

William Haggard Skills

Customer Service Sales Process Financial Analysis Strategic Financial Planning Series 7 Financial Advisory Financial Planning Personal Finance Small Business Customer Relations Management Sales Finance Series 66 Financial Services Strategic Planning Marketing Strategy Sales Management Investments

William Haggard Education Details

Frequently Asked Questions about William Haggard

What company does William Haggard work for?

William Haggard works for Northwestern Mutual

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

William Haggard's current role is Director of Investments at Northwestern Mutual.

What is William Haggard's email address?

William Haggard's email address is william_haggard@ml.com

What schools did William Haggard attend?

William Haggard attended Harvard University, The University Of Dallas, Ludwig-Maximilians Universität München, Nolan Catholic High School.

What skills is William Haggard known for?

William Haggard has skills like Customer Service, Sales Process, Financial Analysis, Strategic Financial Planning, Series 7, Financial Advisory, Financial Planning, Personal Finance, Small Business, Customer Relations, Management, Sales.

Who are William Haggard's colleagues?

William Haggard's colleagues are Anthony Polo, J. Scott Stevens Clu®, Chfc®, Cfp®, Casl®, Mariana Bulfamante, Maui Ramos, Dave Martzahl, Stephanie Rigney, Shonda Morgan.

Not the William Haggard you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.