William Mccanney Cfp®, Mba work email
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William Mccanney Cfp®, Mba personal email
William Mccanney Cfp®, Mba is a Financial Advisor at Morgia Wealth Management. He possess expertise in microsoft office, management, project management, sales, customer service and 14 more skills.
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Financial AdvisorMorgia Wealth Management Sep 2022 - PresentWatertown, New York, Us
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Financial AdvisorNorthwestern Mutual Jun 2021 - Sep 2022Milwaukee, Wi, Us -
Financial Planning AssistantSemus Wealth Partners Oct 2019 - Jun 2021
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Financial Planning AssistantSemus & Associates, An Ameriprise Platinum Financial Services® Practice Mar 2018 - Oct 2019
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AnalystGriffin Financial Group Jun 2016 - Mar 2018Reading, Pennsylvania, Us• Assisted in all phases of merger and acquisition and capital raising transactions, including due diligence, Investment/Financing Memorandums, negotiations and competitive process management in deals between $10M and $50M in the financial services and consumer and industrial industries• Built, analyzed and evaluated the results of financial models for numerous transactions in a variety of industries• Performed research and analysis to develop industry landscape assessments, and to identify potential buyers and targets• Prepared and analyzed comparable public company/comparable transactions analyses used to determine business valuations using Capital IQ -
StudentUniversity Of Pittsburgh Katz Graduate School Of Business Aug 2014 - May 2016Pittsburgh, Pennsylvania, UsFinance Concentration -
Intern For The Commercial, Industrial And Services/Restructuring GroupsGriffin Financial Group May 2015 - Aug 2015Reading, Pennsylvania, Us• Developed financial models, valuations, marketing materials, information memoranda and management presentations for clients• Analyzed comparable companies and performed transaction analyses using Capital IQ• Maintained Middle Market M&A landscape and building products industry reports
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Inventory ManagerEthosource Mar 2013 - Jun 2014Morgantown, Pa, Us• Designed, created, and implemented a new inventory system, including labeling products and storage areas and inputting over 5,000 inventory SKUs into the system• Decreased inventory analyses reporting time from 10 days to 5 minutes• Initiated new procedures and increased efficiency when receiving products• Travelled to China for 10 days and strengthened the overall corporate relationship with the factories that manufacture EthoSource products -
Project ManagerEthosource Aug 2012 - Jun 2014Morgantown, Pa, Us• Managed Parts Division sales by analyzing the cost, freight, labor, painting, and sell price of each part• Researched competitors’ prices to determine competitive pricing, while maintaining gross profit margins• Developed a marketing plan for the Parts Division and increased gross profit• Managed retail projects by coordinating the pulling, delivery and installation of product between the warehouse, the trucking companies and the installers• Reduced time needed for project managers to contact customers, create pulls, and order new products, which correspondingly decreased lead time for when customers would receive their product• Collaborated with factories in China and developed new products that integrated into the cubicle systems
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Senior Research AssistantGettysburg College Jun 2010 - May 2012Gettysburg, Pa, Us• Conducted independent research on a gene mutation related to deafness in horses• Collaborated with the National Institutes of Health to analyze research and identify mutations• Identified 2 mutations in the horse genome and suggested that the KIT gene was responsible for deafness, white fur, and blue eyes in Spanish Mustangs -
Intern In Department Of Infectious DiseaseThe Reading Hospital And Medical Center Jun 2011 - Jul 2011Reading, Us• Conducted 10-20 patient interviews each day in relation to penicillin allergies• Analyzed patient allergy records to identify relationships between patient allergies• Presented findings to a board of doctors and advised on the next steps to advance the project, which were implemented the following year
William Mccanney Cfp®, Mba Skills
William Mccanney Cfp®, Mba Education Details
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University Of Pittsburgh Katz Graduate School Of BusinessFinance -
Gettysburg CollegeBiochemistry And Molecular Biology
Frequently Asked Questions about William Mccanney Cfp®, Mba
What company does William Mccanney Cfp®, Mba work for?
William Mccanney Cfp®, Mba works for Morgia Wealth Management
What is William Mccanney Cfp®, Mba's role at the current company?
William Mccanney Cfp®, Mba's current role is Financial Advisor.
What is William Mccanney Cfp®, Mba's email address?
William Mccanney Cfp®, Mba's email address is w.mccanney@nm.com
What schools did William Mccanney Cfp®, Mba attend?
William Mccanney Cfp®, Mba attended University Of Pittsburgh Katz Graduate School Of Business, Gettysburg College.
What skills is William Mccanney Cfp®, Mba known for?
William Mccanney Cfp®, Mba has skills like Microsoft Office, Management, Project Management, Sales, Customer Service, Budgets, Account Management, Event Planning, Microsoft Excel, Social Networking, New Business Development, Powerpoint.
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