William J. Rollinson, Cima®

William J. Rollinson, Cima® Email and Phone Number

Principal and Executive Vice President @ CAPITAL ADVISERS, INC.
Raleigh, NC, US
William J. Rollinson, Cima®'s Location
Raleigh, North Carolina, United States, United States
William J. Rollinson, Cima®'s Contact Details

William J. Rollinson, Cima® work email

William J. Rollinson, Cima® personal email

n/a
About William J. Rollinson, Cima®

Highly experienced investment and wealth management advisor. Part of the Capital Advisers, Inc. team since September 2012, I am passionate about helping clients navigate the complex environment of finance and investing. I obtained my Certified Investment Management Analyst® designation, solidifying expertise in investment and portfolio management.I graduated from North Carolina State University in 2012, where I proudly played on the Varsity Tennis Team and served as the team’s representative on the Student Athlete Advisory Committee.

William J. Rollinson, Cima®'s Current Company Details
CAPITAL ADVISERS, INC.

Capital Advisers, Inc.

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Principal and Executive Vice President
Raleigh, NC, US
Website:
capitaladvisersinc.com
Employees:
8
William J. Rollinson, Cima® Work Experience Details
  • Capital Advisers, Inc.
    Principal And Executive Vice President
    Capital Advisers, Inc.
    Raleigh, Nc, Us
    View
  • Capital Advisers, Inc.
    Principal & Executive Vice President
    Capital Advisers, Inc. Jan 2022 - Present
    As a Principal and Executive Vice President at Capital Advisers, I work closely with clients, custodians, service partners, and other advisors to provide tailored investment and wealth management solutions to both individuals and institutional clients. I am dedicated to helping all clients achieve their financial goals, while serving as a trusted partner and guardian. I have spearheaded the cultivation and implementation of Capital Advisers’ private market solutions, including, but not limited to private equity, venture capital, and real assets.
    View
  • Capital Advisers, Inc.
    Principal
    Capital Advisers, Inc. Jan 2022 - Apr 2024
    Raleigh, North Carolina, United States
    View
  • Capital Advisers, Inc
    Senior Associate
    Capital Advisers, Inc Aug 2012 - Present
    100 E. Six Forks Road, Suite 250, Raleigh, Nc 27609
    As a Senior Associate at Capital Advisers, I oversaw various operational tasks and served as a liaison effectively with clients and custodians to ensure timely and organized execution. I conducted thorough due diligence on public equity and fixed income fund managers, contributing to informed investment decisions. Additionally, I collaborated with partners to craft compelling client-facing presentations and assist in strategy implementation, driving the firm's objectives forward.
  • Rdu Tennis
    Instructor
    Rdu Tennis May 2012 - Aug 2012
  • Capitol Financial Solutions
    Intern
    Capitol Financial Solutions May 2011 - Aug 2011

William J. Rollinson, Cima® Skills

Facebook Analysis Finance Recruiting Internal Communications Sports Management Teamwork Social Media Community Outreach Microsoft Office Event Planning Personal Finance Sports Marketing Marketing Communications Microsoft Excel Time Management Research Customer Service Account Management Strategic Financial Planning Asset Management Leadership Powerpoint Sports Investments Retirement Planning Marketing Strategy Public Speaking Employee Benefits Microsoft Word Strategic Planning Financial Analysis Sales Budgets Marketing Mutual Funds Staffing Services Cold Calling Management Spanish Market Research Social Networking Media Relations Entrepreneurship Strategic Communications Coaching Business Strategy

William J. Rollinson, Cima® Education Details

Frequently Asked Questions about William J. Rollinson, Cima®

What company does William J. Rollinson, Cima® work for?

William J. Rollinson, Cima® works for Capital Advisers, Inc.

What is William J. Rollinson, Cima®'s role at the current company?

William J. Rollinson, Cima®'s current role is Principal and Executive Vice President.

What is William J. Rollinson, Cima®'s email address?

William J. Rollinson, Cima®'s email address is wr****@****ers.com

What schools did William J. Rollinson, Cima® attend?

William J. Rollinson, Cima® attended North Carolina State University.

What are some of William J. Rollinson, Cima®'s interests?

William J. Rollinson, Cima® has interest in Children.

What skills is William J. Rollinson, Cima® known for?

William J. Rollinson, Cima® has skills like Facebook, Analysis, Finance, Recruiting, Internal Communications, Sports Management, Teamwork, Social Media, Community Outreach, Microsoft Office, Event Planning, Personal Finance.

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