William Nolan Email & Phone Number
@personalcapital.com
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Who is William Nolan? Overview
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William Nolan is listed as Intern at Perot Jain, a company with 9 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at personalcapital.com and a matched LinkedIn profile for William Nolan.
William Nolan previously worked as Senior Trading and Research Associate at Empower and Trading and Research Associate at Empower. William Nolan holds Master Of Business Administration - Mba, Finance from Smu Cox School Of Business.
Email format at Perot Jain
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AeroLeads found 1 current-domain work email signal for William Nolan. Compare company email patterns before reaching out.
About William Nolan
Highly motivated and results-driven graduate of Southern Methodist University with a diverse background of professional experience in portfolio management, private equity consulting, and blockchain investment. Skilled in portfolio implementation, bond trading, bulk trade sending, as well as stock and market analysis covering the industrial and healthcare sector.
Listed skills include Microsoft Office, Leadership, Public Speaking, Research, and 3 others.
William Nolan's current company
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William Nolan work experience
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Senior Trading And Research Associate
Trading And Research Associate
Trading and Research Associate Responsible for-Trading Equities, Fixed income securities and alternative positions for the firms ~25B in AUM-Management of portfolios through implementation, rebalancing, customized portfolio creation, tax efficient analysis and multi-year implementation schemes. -Daily block trading for portfolio management team.
Research Associate
Portfolio Optimization Associate
Associate Vice President
Project Intern
-Optimized data filing platform through SQL allowing for transfer of storage to cloud-based computing creating better storage of portfolio holdings, estate plans, and tax documents. -Worked directly with advisors while updating accounts on Salesforce cataloging client interactions, managing interfaces, and developed Excel models for year-end tax-deductible.
Sales Associate Intern
Created web page for Topshelf models and built out their customized model builder tool which allows for a client to choose from a large inventory of premade models that would fit their specific financial modeling needs based on property type, acquisition/development, debt, and waterfall calculations.
Real Estate Analyst Intern
Researched real estate trends in the DFW Metroplex through- Financial Analysis and modeling to aid partners in valuation and structure of real estate deals- Prepared cash flow models and due diligence for new projects - Participated in site visits and walk throughs of development project-Featured on the cover of Dallas Business Journal for involvement with.
Project Manager Intern
Field/Office Intern
William Nolan education
Master Of Business Administration - Mba, Finance
Bachelor Of Applied Science - Basc, Economics With Financial Applications
Frequently asked questions about William Nolan
Quick answers generated from the profile data available on this page.
What company does William Nolan work for?
William Nolan works for Perot Jain.
What is William Nolan's role at Perot Jain?
William Nolan is listed as Intern at Perot Jain.
What is William Nolan's email address?
AeroLeads has found 1 work email signal at @personalcapital.com for William Nolan at Perot Jain.
Where is William Nolan based?
William Nolan is based in Dallas, Texas, United States while working with Perot Jain.
What companies has William Nolan worked for?
William Nolan has worked for Perot Jain, Empower, Personal Capital, True North Advisors, and 3E Management, Llc.
Who are William Nolan's colleagues at Perot Jain?
William Nolan's colleagues at Perot Jain include Andrew Minick and Lindsey Taylor.
How can I contact William Nolan?
You can use AeroLeads to view verified contact signals for William Nolan at Perot Jain, including work email, phone, and LinkedIn data when available.
What schools did William Nolan attend?
William Nolan holds Master Of Business Administration - Mba, Finance from Smu Cox School Of Business.
What skills is William Nolan known for?
William Nolan is listed with skills including Microsoft Office, Leadership, Public Speaking, Research, Management, Organization, and Computer Aided Design.
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