AeroLeads people directory · profile
William Eckard, Mba Email & Phone Number
Senior Analyst
at
BNY Mellon
1 work email found
@bnymellon.com
4 phones found area 314 and 407
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Analyst
Location
Lake Helen, Florida, United States
Company size
Who is William Eckard, Mba? Overview
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Quick answer
William Eckard, Mba is listed as Senior Analyst at BNY Mellon, a company with 4221 employees, based in Lake Helen, Florida, United States. AeroLeads shows a work email signal at bnymellon.com, phone signal with area code 314, 407, and a matched LinkedIn profile for William Eckard, Mba.
William Eckard, Mba previously worked as Branch Manager at Scottrade and Investment Consultant at Scottrade. William Eckard, Mba holds Master Of Business Administration - Mba, Business Administration And Management, General from Webster University.
Company email context
Email format at BNY Mellon
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*@bnymellon.com
68% confidence
AeroLeads found 1 current-domain work email signal for William Eckard, Mba. Compare company email patterns before reaching out.
Profile bio
About William Eckard, Mba
Accomplished and Highly Qualified Branch Manager with a MBA from Webster University and extensive experience developing high net worth client relationships and referral networks. Deliver exceptional results through branch business development, client management, and strategic planning. Expertise in cultivating and maintaining key relationships. Leverage core strengths and connections to develop new business, establish lasting banking relationships, and secure strategic alliances.
Current workplace
William Eckard, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Bny Mellon
5 roles · 24 years
William Eckard, Mba work experience
A career timeline built from the work history available for this profile.
Senior Analyst
Current
Nov 2019 - Present
Branch Manager
- Partnered with the corporate office to establish branch operations and ensured and smooth transition of portfolio clients while seeking new business through referral’s and promotion of Scottrade Financial services.
- Supervised and trained 4 Investment Consultants on sales and portfolio analysis.
- Educated clients by conducting seminars and offering personalized service to assist clients in understanding the depth of the financial markets and optimizing client experience.
- Fostered a team environment h through leadership opportunities as well as business development coaching.
- Consultative sales process to strengthen client relationships and drive vale for Scottrade by growing new accounts and gathering assets consistently on a yearly basis.
- Nominated in the top 30 in sales for the branch out of 535 Sales Representatives.
2012 - 2018
~6 yrs
Investment Consultant
- Organically grow practice leveraging full spectrum of guidance solutions, goal-based planning tool, and discussing key wealth management issues for practice clients above $250K.
- Collaborate with multiple business partners to create an unsurpassed client experience and meet the client’s broad range of investment needs; conducted trades, portfolio review, outbound contracts, and asset gathering.
- Advise clients on advantages and disadvantages of various investment products.
- Manage diverse client portfolios and stay current with financial industry and market trends.
- Adhere to all compliance/risk procedures, follow corporate and industry protocols.
2009 - 2012
~3 yrs
Margin Associate/Training & Development Specialist
- Coordinated and conducted leadership training for Branch Managers.
- Deliver customized learning sessions and Talent Management learning content.
- Write development objectives and draft instructional learning plans; design virtual and classroom learning sessions, computer-based training, job aids, and performance support tools.
- Develop project plans, content design schedules and coordinate resources for learning curriculums (ex: new manager education, advanced manager education and workshops on leadership soft skills).
2002 - 2009
~7 yrs
2 education records
William Eckard, Mba education
Master Of Business Administration - Mba, Business Administration And Management, General
Bachelor Of Science - Bs, Finance, General
FAQ
Frequently asked questions about William Eckard, Mba
Quick answers generated from the profile data available on this page.
What company does William Eckard, Mba work for?
William Eckard, Mba works for BNY Mellon.
What is William Eckard, Mba's role at BNY Mellon?
William Eckard, Mba is listed as Senior Analyst at BNY Mellon.
What is William Eckard, Mba's email address?
AeroLeads has found 1 work email signal at @bnymellon.com for William Eckard, Mba at BNY Mellon.
What is William Eckard, Mba's phone number?
AeroLeads has found 4 phone signal(s) with area code 314, 407 for William Eckard, Mba at BNY Mellon.
Where is William Eckard, Mba based?
William Eckard, Mba is based in Lake Helen, Florida, United States while working with BNY Mellon.
What companies has William Eckard, Mba worked for?
William Eckard, Mba has worked for Bny Mellon and Scottrade.
How can I contact William Eckard, Mba?
You can use AeroLeads to view verified contact signals for William Eckard, Mba at BNY Mellon, including work email, phone, and LinkedIn data when available.
What schools did William Eckard, Mba attend?
William Eckard, Mba holds Master Of Business Administration - Mba, Business Administration And Management, General from Webster University.
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