William Winship
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William Winship Email & Phone Number

Financial Consultant at Ameriprise Financial Services, LLC
Location: Andover, Massachusetts, United States 8 work roles 2 schools
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Current company
Ameriprise Financial Services, LLC
Role
Financial Consultant
Location
Andover, Massachusetts, United States
Company size
480 employees

Who is William Winship? Overview

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Quick answer

William Winship is listed as Financial Consultant at Ameriprise Financial Services, LLC, a company with 480 employees, based in Andover, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for William Winship.

William Winship previously worked as Financial Advising Intern at Baystate Financial and Cyclical Sector Head at Peggotty Investment Club. William Winship holds Bachelor Of Arts - Ba, Economics from Connecticut College.

Company email context

Email format at Ameriprise Financial Services, LLC

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Ameriprise Financial Services, LLC

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Profile bio

About William Winship

William Winship is a Financial Consultant at Ameriprise Financial Services, LLC.

Current workplace

William Winship's current company

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Ameriprise Financial Services, LLC
Ameriprise Financial Services, Llc
Financial Consultant
Andover, MA, US
Website
baystatefinancial.com
Employees
480
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8 roles

William Winship work experience

A career timeline built from the work history available for this profile.

Financial Advising Intern

Current
Baystate Financial

Boston, Massachusetts, United States

May 2024 - Present

Neutral Sector

Peggotty Investment Club
  • Responsible for assigned research on neutral portfolio sector which includes industrials, energy, and communication services
  • Report and discuss findings in weekly sector meetings
Sep 2022 - Sep 2024

Macro Sector

Peggotty Investment Club
  • Collaborate on the investment management of a portion of the college’s endowment (+/-$179,000)
  • Research, analyze, and pitch changes to current club holdings with weekly updates to the club
  • Discuss and debate various investment strategies and current events in the market
Sep 2021 - Sep 2022

Accounting Tutor

Current
Connecticut College

New London County, Connecticut, United States

  • Simplify complex accounting concepts for easy comprehension and tailored instruction to meet individual student needs
  • Foster a motivating learning environment, boosting student confidence and performance.
Sep 2023 - Present

Caddie

Essex County Club

Manchester-by-the-Sea, Massachusetts, United States

Jul 2021 - Sep 2023
Team & coworkers

Colleagues at Ameriprise Financial Services, LLC

Other employees you can reach at baystatefinancial.com. View company contacts for 480 employees →

TA Tracey Alves-Lear Tracey Alves-Lear Colleague at Ameriprise Financial Services, Llc Holyoke, Massachusetts, United States, United States View → TG Tracy Gelinas Tracy Gelinas Colleague at Ameriprise Financial Services, Llc Attleboro, Massachusetts, United States, United States View → NK Naji Karam Naji Karam Colleague at Ameriprise Financial Services, Llc Boston, Massachusetts, United States, United States View → TS Theodore Svirbly Theodore Svirbly Colleague at Ameriprise Financial Services, Llc Amherst, New Hampshire, United States, United States View → GS Greg Simmelli Greg Simmelli Colleague at Ameriprise Financial Services, Llc Hartford, Connecticut, United States, United States View → SD Susan Danzilio Wolfson Susan Danzilio Wolfson Colleague at Ameriprise Financial Services, Llc Greater Boston, United States View → MP Michael Perisho, Crpc Michael Perisho, Crpc Colleague at Ameriprise Financial Services, Llc Boston, Massachusetts, United States, United States View → MG Michael Glauninger Michael Glauninger Colleague at Ameriprise Financial Services, Llc Winchester, Massachusetts, United States, United States View → GP Gina P. Alvarado Gina P. Alvarado Colleague at Ameriprise Financial Services, Llc West Hartford, Connecticut, United States, United States View → KC Kyle Connolly Kyle Connolly Colleague at Ameriprise Financial Services, Llc Greater Boston, United States View →
2 education records

William Winship education

Bachelor Of Arts - Ba, Economics

Connecticut College

Activities and Societies: Men's Ice Hockey Team (NCAA Division III - NESCAC), Peggotty Investment Club, Vice President Chess Club, Team.

FAQ

Frequently asked questions about William Winship

Quick answers generated from the profile data available on this page.

What company does William Winship work for?

William Winship works for Ameriprise Financial Services, LLC.

What is William Winship's role at Ameriprise Financial Services, LLC?

William Winship is listed as Financial Consultant at Ameriprise Financial Services, LLC.

Where is William Winship based?

William Winship is based in Andover, Massachusetts, United States while working with Ameriprise Financial Services, LLC.

What companies has William Winship worked for?

William Winship has worked for Ameriprise Financial Services, Llc, Baystate Financial, Peggotty Investment Club, Connecticut College, and Essex County Club.

Who are William Winship's colleagues at Ameriprise Financial Services, LLC?

William Winship's colleagues at Ameriprise Financial Services, LLC include Tracey Alves-Lear, Tracy Gelinas, Naji Karam, Theodore Svirbly, and Greg Simmelli.

How can I contact William Winship?

You can use AeroLeads to view verified contact signals for William Winship at Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.

What schools did William Winship attend?

William Winship holds Bachelor Of Arts - Ba, Economics from Connecticut College.

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