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William Mcney Email & Phone Number

Senior Client Advisory Associate at Pathstone
Location: Boston, Massachusetts, United States 4 work roles 2 schools
1 work email found @pathstone.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email w****@pathstone.com
LinkedIn Profile matched
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Current company
Role
Senior Client Advisory Associate
Location
Boston, Massachusetts, United States
Company size

Who is William Mcney? Overview

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Quick answer

William Mcney is listed as Senior Client Advisory Associate at Pathstone, a company with 833 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at pathstone.com and a matched LinkedIn profile for William Mcney.

William Mcney previously worked as Client Advisory Associate at Pathstone and Corporate Finance Intern at Nomura. William Mcney holds Bachelor Of Arts - Ba, Economics, Cumulative Gpa: 3.94 Major Gpa: 4.0 from Villanova University.

Company email context

Email format at Pathstone

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{first_initial}{last}@pathstone.com
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AeroLeads found 1 current-domain work email signal for William Mcney. Compare company email patterns before reaching out.

Profile bio

About William Mcney

William Mcney is a Senior Client Advisory Associate at Pathstone.

Current workplace

William Mcney's current company

Company context helps verify the profile and gives searchers a useful next step.

Pathstone
Pathstone
Senior Client Advisory Associate
Boston, MA, US
Website
Employees
833
AeroLeads page
4 roles

William Mcney work experience

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

Senior Client Advisory Associate

Boston, MA, US

Client Advisory Associate

Current

Boston, Massachusetts, United States

Jul 2023 - Present

Corporate Finance Intern

New York, New York, United States

  • Executed client requests and reviewed loan allocations for pledged collateral
  • Automated a daily reconciliation process using Alteryx, saving the team over 130 hours per year
  • Gained invaluable knowledge about the whole loan industry and middle office division
Jun 2022 - Aug 2022

Capital Markets Intern

Englewood, New Jersey, United States

  • Assisted with trade and money movement reconciliation on Salesforce and financial custodian platforms
  • Learned to input wire transfer and equity trade requests on Schwab and Fidelity custodian platforms
Jun 2021 - Aug 2021
Team & coworkers

Colleagues at Pathstone

Other employees you can reach at pathstone.com. View company contacts for 833 employees →

2 education records

William Mcney education

Bachelor Of Arts - Ba, Economics, Cumulative Gpa: 3.94 Major Gpa: 4.0

Activities and Societies: Minors: Business and Japanese Villanova Band (Drum Major), Economics Society (Vice President), Leadership.

Gpa: 4.33

Activities and Societies: Drum Major of the Marching Band, Destination Imagination, Vice President of the Gaming Club, Junior Varsity.

FAQ

Frequently asked questions about William Mcney

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

What company does William Mcney work for?

William Mcney works for Pathstone.

What is William Mcney's role at Pathstone?

William Mcney is listed as Senior Client Advisory Associate at Pathstone.

What is William Mcney's email address?

AeroLeads has found 1 work email signal at @pathstone.com for William Mcney at Pathstone.

Where is William Mcney based?

William Mcney is based in Boston, Massachusetts, United States while working with Pathstone.

What companies has William Mcney worked for?

William Mcney has worked for Pathstone and Nomura.

Who are William Mcney's colleagues at Pathstone?

William Mcney's colleagues at Pathstone include Adrianne Tucker, Ellis Prigge, Monica Mathre, Jermaine Coles, and Blaire Busto, Cfp®.

How can I contact William Mcney?

You can use AeroLeads to view verified contact signals for William Mcney at Pathstone, including work email, phone, and LinkedIn data when available.

What schools did William Mcney attend?

William Mcney holds Bachelor Of Arts - Ba, Economics, Cumulative Gpa: 3.94 Major Gpa: 4.0 from Villanova University.

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