Product Specialist Manager
Current
Mar 2021 - Present
AeroLeads people directory · profile
William Tyler Weihs Email & Phone Number
Product Specialist Manager
at
Wealthfront
1 work email found
@wealthfront.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Product Specialist Manager
Location
Boston, Massachusetts, United States
Company size
Who is William Tyler Weihs? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
William Tyler Weihs is listed as Product Specialist Manager at Wealthfront, a company with 51 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at wealthfront.com and a matched LinkedIn profile for William Tyler Weihs.
William Tyler Weihs previously worked as Senior Associate - Client Success Manager at Iss | Institutional Shareholder Services and Portfolio Administrator at State Street Global Advisors. William Tyler Weihs studied at Saint Michael'S College.
Company email context
Email format at Wealthfront
This section adds company-level context without repeating William Tyler Weihs's masked contact details.
{first_initial}{last}@wealthfront.com
79% confidence
AeroLeads found 1 current-domain work email signal for William Tyler Weihs. Compare company email patterns before reaching out.
Profile bio
About William Tyler Weihs
Ambitious, detail-oriented financial services professional versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments. Looking for a challenging opportunity to develop new skills.
Listed skills include Financial Analysis, Equities, Fixed Income, Investments, and 13 others.
Current workplace
William Tyler Weihs's current company
Company context helps verify the profile and gives searchers a useful next step.
Wealthfront
6 roles
William Tyler Weihs work experience
A career timeline built from the work history available for this profile.
Senior Associate - Client Success Manager
Provided operational support for 20 institutional asset managers, including ballot and proxy voting management, account maintenance, and report production. Collaborated with custodian contacts to reconcile holdings and custodian accounts. Domain expert on proxy and corporate governance solutions. Supported client inquiries and issue resolution processes.
Jan 2018 - Mar 2021
Portfolio Administrator
State Street Global Advisors
Responsible for maintaining the accuracy of 80 portfolios across 43 client accounts using asset management software, PRKS and RKS. Executed trades for short-term investment funds. Reconciled equity, income, futures, and money market trade details and holdings. Monitored client activity, dividends, and expenses. Collaborated with custodian contacts to.
Oct 2014 - Sep 2016
Client Service Representative
Accurately provide policies, procedures, and legal information regarding voluntary and retirement mutual fund accounts. Discussed Pioneer mutual fund performances, summaries, and provided literature to shareholders, representatives, and brokers. Supported client tax inquiries by explaining, reviewing and ordering tax forms. Processed daily financial trades.
May 2014 - Oct 2014
Investment Solutions Group Intern
Reviewed and confirmed daily cash positions and equity and fixed income trade reconciliations. Responsible for one separately managed institutional client account across eight different funds.
Jun 2013 - Aug 2013
Enterprise Risk Management Intern
Assisted in testing the newly updated IBM Open Pages software, which is used to identify, manage, monitor, and analyze operational risk across the enterprise in a single integrated solution.
Jun 2012 - Aug 2012
Team & coworkers
Colleagues at Wealthfront
Other employees you can reach at wealthfront.com. View company contacts for 51 employees →
AA
Alex Ackerman
Colleague at Wealthfront
Arvada, Colorado, United States, United States
View →
RD
Ruhi Doshi
Colleague at Wealthfront
San Francisco, California, United States, United States
View →
GK
Gerry Klee
Colleague at Wealthfront
San Jose, California, United States, United States
View →
OB
Omah Benjamin Scott
Colleague at Wealthfront
Lagos, Lagos State, Nigeria, Nigeria
View →
PK
Prabha Krishna
Colleague at Wealthfront
San Francisco Bay Area, United States, United States
View →
CR
Chanelle Robinson, Cams
Colleague at Wealthfront
Raleigh, North Carolina, United States, United States
View →
SK
Samita Kamath
Colleague at Wealthfront
San Francisco, California, United States, United States
View →
TF
Thomas Fenaroli
Colleague at Wealthfront
San Francisco, California, United States, United States
View →
JN
James Nitsch
Colleague at Wealthfront
Greater Charlottesville Area, United States, United States
View →
MF
Matthew Fan
Colleague at Wealthfront
Greater St. Louis, United States
View →
Alex Ackerman
Colleague at Wealthfront
Arvada, Colorado, United States, United States
View →
RD
Ruhi Doshi
Colleague at Wealthfront
San Francisco, California, United States, United States
View →
GK
Gerry Klee
Colleague at Wealthfront
San Jose, California, United States, United States
View →
OB
Omah Benjamin Scott
Colleague at Wealthfront
Lagos, Lagos State, Nigeria, Nigeria
View →
PK
Prabha Krishna
Colleague at Wealthfront
San Francisco Bay Area, United States, United States
View →
CR
Chanelle Robinson, Cams
Colleague at Wealthfront
Raleigh, North Carolina, United States, United States
View →
SK
Samita Kamath
Colleague at Wealthfront
San Francisco, California, United States, United States
View →
TF
Thomas Fenaroli
Colleague at Wealthfront
San Francisco, California, United States, United States
View →
JN
James Nitsch
Colleague at Wealthfront
Greater Charlottesville Area, United States, United States
View →
MF
Matthew Fan
Colleague at Wealthfront
Greater St. Louis, United States
View →
2 education records
William Tyler Weihs education
Education record
Saint Michael'S College
Education record
Manchester Essex Regional High School
FAQ
Frequently asked questions about William Tyler Weihs
Quick answers generated from the profile data available on this page.
What company does William Tyler Weihs work for?
William Tyler Weihs works for Wealthfront.
What is William Tyler Weihs's role at Wealthfront?
William Tyler Weihs is listed as Product Specialist Manager at Wealthfront.
What is William Tyler Weihs's email address?
AeroLeads has found 1 work email signal at @wealthfront.com for William Tyler Weihs at Wealthfront.
Where is William Tyler Weihs based?
William Tyler Weihs is based in Boston, Massachusetts, United States while working with Wealthfront.
What companies has William Tyler Weihs worked for?
William Tyler Weihs has worked for Wealthfront, Iss | Institutional Shareholder Services, State Street Global Advisors, Pioneer Investments, and State Street.
Who are William Tyler Weihs's colleagues at Wealthfront?
William Tyler Weihs's colleagues at Wealthfront include Alex Ackerman, Ruhi Doshi, Gerry Klee, Omah Benjamin Scott, and Prabha Krishna.
How can I contact William Tyler Weihs?
You can use AeroLeads to view verified contact signals for William Tyler Weihs at Wealthfront, including work email, phone, and LinkedIn data when available.
What schools did William Tyler Weihs attend?
William Tyler Weihs studied at Saint Michael'S College.
What skills is William Tyler Weihs known for?
William Tyler Weihs is listed with skills including Financial Analysis, Equities, Fixed Income, Investments, Trading, Account Reconciliation, Mutual Funds, and Leadership.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial