Sr Analyst Finance, Advisor Capital Solutions
Current
Aug 2024 - Present
AeroLeads people directory · profile
William Comer Email & Phone Number
Sr Analyst Finance, Advisor Capital Solutions
at
LPL Financial
1 work email found
@wellsfargo.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Sr Analyst Finance, Advisor Capital Solutions
Location
Charlotte, North Carolina, United States
Who is William Comer? Overview
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Quick answer
William Comer is listed as Sr Analyst Finance, Advisor Capital Solutions at LPL Financial, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for William Comer.
William Comer previously worked as Business Analyst II at Bank Of America and Project Coordinator at Wells Fargo. William Comer holds Bachelor Of Science In Business Administration from Walker College Of Business At Appalachian State University.
Company email context
Email format at LPL Financial
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{first}.{last}@wellsfargo.com
86% confidence
AeroLeads found 1 current-domain work email signal for William Comer. Compare company email patterns before reaching out.
Profile bio
About William Comer
Will is a graduate of Appalachian State University with a Finance and Banking degree. He is currently working as a Project Coordinator at Wells Fargo in the Corporate Investment Banking division and currently working on projects for Fundamental Review of the Trading Book, SA-CVA, and various BAU Capital projects. Past experiences include Towne Investment Group - Raymond James and TowneBank Card Services.
Current workplace
William Comer's current company
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7 roles
William Comer work experience
A career timeline built from the work history available for this profile.
Business Analyst Ii
Feb 2022 - Aug 2024
Project Coordinator
- Currently on the Fundamental Review of the Trading Book (FRTB) Program, which is regulatory driven by the Basel Committee for Banking Supervision and the U.S. Federal Regulators to calculate and monitor capital on a.
- Create weekly reports for trading desks on their current FRTB capital trending over the previous month end to better monitor capital performance over individual greeks and sensitivities in preparation for BAU go-live
- Work closely with trading desks to help formulate potential portfolios for the Hypothetical Portfolio Exercise (HPE) driven by U.S. Regulators in anticipation of the U.S. National Proposed Rule (U.S. NPR)
- Coordinate and lead meetings with Subject Matter Experts (SMEs) and stakeholders to drive delivery of scheduled milestones within project areas
- Lead preparation of decks, reports, and minutes for monthly meetings with the Front Office, SMEs, senior stakeholders, and trading desks for current progress and major decisions for the program
- Responsible for organization and ownership of teams SharePoint site where all documentation is stored
Jan 2020 - Feb 2022
Frontline
Was a portal chat support for loan officers to contact with various questions and problems in the loan registration process. I worked with the partners to gain approvals and better pricing in a more efficient and timely manner than they would have before.
Oct 2019 - Nov 2019
Rocket Launcher
In this junior underwriting role, I learned the fundamentals of mortgages and the mortgage process. I would take loans that were not approved or broken, then proceed to work with the loan officers to find ways to get the loan approved. I was tasked with fixing debt ratios, pricing and fees, and different regulatory standards to gain approvals.
Sep 2019 - Oct 2019
Financial Advisor Intern
- Provided financial advisors with research to help formulate the correct investment decisions for clients
- Designed, researched, and presented Virginia 529 College Savings plans to clients to create a plan for their children’s college savings
May 2017 - Jul 2017
Card Services Assistant
I interned in the card services department at TowneBank. I assisted members when they had troubles or questions with their cards. Also one of my responsibilities was helping when ATM's were broken or a member experienced difficulties with them.
May 2016 - Aug 2016
3 education records
William Comer education
Bachelor Of Science In Business Administration
Walker College Of Business At Appalachian State University
Bachelor’S Degree, Finance And Banking
Appalachian State University
Education record
Nansemond-Suffolk Academy
FAQ
Frequently asked questions about William Comer
Quick answers generated from the profile data available on this page.
What company does William Comer work for?
William Comer works for LPL Financial.
What is William Comer's role at LPL Financial?
William Comer is listed as Sr Analyst Finance, Advisor Capital Solutions at LPL Financial.
What is William Comer's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for William Comer at LPL Financial.
Where is William Comer based?
William Comer is based in Charlotte, North Carolina, United States while working with LPL Financial.
What companies has William Comer worked for?
William Comer has worked for Lpl Financial, Bank Of America, Wells Fargo, Quicken Loans, and Towne Investment Group.
How can I contact William Comer?
You can use AeroLeads to view verified contact signals for William Comer at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did William Comer attend?
William Comer holds Bachelor Of Science In Business Administration from Walker College Of Business At Appalachian State University.
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