Liam Willard

Liam Willard: Email & Phone Number

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Agent at Planning Alliance | Guardian at Planning Alliance|New York City Metropolitan Area, United States

Position:

Agent at Planning Alliance | Guardian at Planning Alliance

Location:

New York City Metropolitan Area, United States

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Last updated: 2026-10-06
Updated: 2026-10-06

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Current work details
DepartmentFinancial Services, Hospitality
Availability
TimezoneEST
Best time to contact12:00 PM – 4:00 PM
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Work Experience 4 years

Agent at Planning Alliance | Guardian at Planning Alliance

Jun 2026 - Current

Caddie at Trump National Golf Club Bedminster

May 2023 - Current

Wealth Management Intern at Wealth Enhancement

Jun 2025 - Aug 2025

Lifeguard at Lifetime Health & Fitness Center

May 2023 - Jun 2025

Asset Management Spring Analyst at Colton Alexander Capital Corporation

Feb 2024 - May 2024

Junior Golf Instructor at Somerset County Park Commission

Jun 2022 - Aug 2022

Liam Willard started working in 2022, then the employee has changed 5 companies and 5 jobs. On average, Liam Willard works for one company for 1 year 1 month.

Their professional focus is Account Management, Asset Allocation, and Client Relations across 3 core areas.

Liam holds Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Science - BS at University of Maryland - Robert H. Smith School of Business

Universitat Autònoma de Barcelona

University of Maryland

Penn State Smeal College of Business

Penn State University

Somerville High School

Liam Willard Namesakes

Name
Company
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Liam Willard
UCI Department of Radiological Sciences
Undergraduate Researcher
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