![Will Wallbank](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. William Wallbank is a Senior Portfolio Investment Analyst at Telemus Capital LLC.
As an Investment Analyst, he develops investment recommendations for the Chief Investment Officer and the Investment Committee.
He also serves on the Investment Committee, performs due diligence for model investments, and manages allocation of investment portfolios.
He oversees investment selection for 529 Plans, 401(k) and other employer retirement plans.
As Fixed Income Trader, he executes purchases, sales, and block orders.
He was a graduated summa cum laude from Wayne State University with a Bachelor’s of Science in Business Administration and Finance.
Postes actifs de Will Wallbank
| Sociétés | Poste | Début |
|---|---|---|
Telemus Capital LLC
 Telemus Capital LLC Investment ManagersFinance Telemus uses various investment strategies in managing clients’ assets. Each client's investment strategy is based on the client's unique investment goals and risk tolerance. They use various methods of analysis and sources of information in formulating investment advice. The methods of analysis are primarily based on economic and company/fund fundamental analysis as well as economic cyclicality. | Analyst-Fixed Income | 01/08/2013 |
Formation de Will Wallbank
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Entreprise privées
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16
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2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus uses various investment strategies in managing clients’ assets. Each client's investment strategy is based on the client's unique investment goals and risk tolerance. They use various methods of analysis and sources of information in formulating investment advice. The methods of analysis are primarily based on economic and company/fund fundamental analysis as well as economic cyclicality. | Finance |
Wayne State University (Michigan)
 Wayne State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
