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William Ferrand is listed as Student at Texas A&M University at Capital Strategies, Beyond Wealth, a company with 86 employees, based in Spring, Texas, United States. AeroLeads shows a matched LinkedIn profile for William Ferrand.
William Ferrand previously worked as Intern for Nathan Serven, CFP®, CIMA®, ChFC®, CEPA at Capital Strategies, Beyond Wealth and Special Projects Team for the School of Performance, Visualization & Fine Arts at Texas A&M Foundation. William Ferrand studied at Texas A&M University.
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As a driven and motivated student at Texas A&M University, I am pursuing a business degree, with an expected graduation date of 2027. My passion lies in the financial services industry, and I am committed to learning and gaining hands-on experience to build a successful career in financial advising and wealth management.During my internship with Nathan Serven, CFP®, CIMA®, ChFC®, CEPA at Capital Strategies, Beyond Wealth, I gained invaluable experience in financial reporting, client relations, and supporting advisory processes. This opportunity allowed me to develop a strong understanding of the financial advising world, and I am eager to continue growing in this field.In addition to my academic pursuits, I am excited to join Nathan’s team in the spring of 2025 as an office hire, where I will continue to contribute to the success of his practice while honing my skills and expanding my professional knowledge.I am always seeking new opportunities to learn and collaborate with professionals who share my passion for financial planning, strategy, and helping individuals achieve their financial goals.
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Austin, Texas, United States
As a Financial Advising Intern, I work directly with Nathan Serven to support various tasks related to financial reporting, client management, and internal operations. My primary responsibilities included:Attending client meetings and internal discussions to observe and assist in the advisory process.Writing detailed recaps of meetings, summarizing key.
College Station, Texas, United States
Passionate professional in the field of development and philanthropy, I specialize in securing grant funding for distinctive projects within the School of Performance, Visualization & Fine Arts. My expertise lies in major gifts and fundraising for performing arts centers, with a specific focus on establishing connections with affluent donors who share a.
Other employees you can reach at csomtx.com. View company contacts for 86 employees →
Travis Cloud, Lutcf
Colleague at Capital Strategies, Beyond Wealth
Austin, Texas Metropolitan Area, United States
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Michael Gonzalez
Colleague at Capital Strategies, Beyond Wealth
San Antonio, Texas, United States, United States
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Dulce Yazmin Ramirez
Colleague at Capital Strategies, Beyond Wealth
San Antonio, Texas, United States, United States
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Brent Walker
Colleague at Capital Strategies, Beyond Wealth
Austin, Texas, United States, United States
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Stephen San Roman
Colleague at Capital Strategies, Beyond Wealth
San Antonio, Texas, United States, United States
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MM
Mayra Martinez
Colleague at Capital Strategies, Beyond Wealth
San Antonio, Texas, United States, United States
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MB
Matthias Benitez
Colleague at Capital Strategies, Beyond Wealth
Greater Amarillo Area, United States
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CJ
Christie Jackson
Colleague at Capital Strategies, Beyond Wealth
Austin, Texas, United States, United States
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Reynaldo J. Stoddart
Colleague at Capital Strategies, Beyond Wealth
Austin, Texas, United States, United States
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Nathanael Pacheco, Cfp®
Colleague at Capital Strategies, Beyond Wealth
Albuquerque, New Mexico, United States, United States
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Quick answers generated from the profile data available on this page.
William Ferrand works for Capital Strategies, Beyond Wealth.
William Ferrand is listed as Student at Texas A&M University at Capital Strategies, Beyond Wealth.
William Ferrand is based in Spring, Texas, United States while working with Capital Strategies, Beyond Wealth.
William Ferrand has worked for Capital Strategies, Beyond Wealth and Texas A&M Foundation.
William Ferrand's colleagues at Capital Strategies, Beyond Wealth include Travis Cloud, Lutcf, Michael Gonzalez, Dulce Yazmin Ramirez, Brent Walker, and Stephen San Roman.
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William Ferrand studied at Texas A&M University.
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