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 Jul 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 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.
wweihs@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, utilizing SalesForce and other internal tools. Assisted the annual due diligence process
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 confirm asset holdings and market values. Provided Portfolio Managers with fund valuations and holdings reports
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 →
MP
Michael Pollock
Colleague at WealthfrontRaleigh, North Carolina, United States
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BL
Brandon L.
Colleague at WealthfrontSan Francisco, California, United States
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ME
Mohamed Eleiwa
Colleague at WealthfrontOrlando, Florida, United States
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DB
Daisy Burr, Ph.D.
Colleague at WealthfrontNew York, United States
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JH
John Hitchings
Colleague at WealthfrontPalo Alto, California, United States
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SD
Salim Damerdji
Colleague at WealthfrontSan Francisco, California, United States
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JW
Jordan Wood
Colleague at WealthfrontPalo Alto, California, United States
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JJ
Jared Jones
Colleague at WealthfrontSan Jose, California, United States
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LJ
Lawrence J.
Colleague at WealthfrontLos Altos, California, United States
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JH
John Humphries
Colleague at WealthfrontDallas, North Carolina, United States
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Michael Pollock
Colleague at WealthfrontRaleigh, North Carolina, United States
View →
BL
Brandon L.
Colleague at WealthfrontSan Francisco, California, United States
View →
ME
Mohamed Eleiwa
Colleague at WealthfrontOrlando, Florida, United States
View →
DB
Daisy Burr, Ph.D.
Colleague at WealthfrontNew York, United States
View →
JH
John Hitchings
Colleague at WealthfrontPalo Alto, California, United States
View →
SD
Salim Damerdji
Colleague at WealthfrontSan Francisco, California, United States
View →
JW
Jordan Wood
Colleague at WealthfrontPalo Alto, California, United States
View →
JJ
Jared Jones
Colleague at WealthfrontSan Jose, California, United States
View →
LJ
Lawrence J.
Colleague at WealthfrontLos Altos, California, United States
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JH
John Humphries
Colleague at WealthfrontDallas, North Carolina, United States
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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 Michael Pollock, Brandon L., Mohamed Eleiwa, Daisy Burr, Ph.D., and John Hitchings.
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.
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