Will Small: Email & Phone Number
Opt-OutPosition:
Wealth Management Associate at Merrill Lynch
Location:
Portland, Oregon Metropolitan Area, United States
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Sign up to search for other Will Small's across our 900M+ professionals databaseWork Experience 3 years
Feb 2026 - Current
Jul 2024 - Nov 2024
Aug 2023 - Nov 2023
Their professional focus is Asset Management, Customer Relationship Management (CRM), and Estate Planning across 3 core areas.
Will holds Chartered Retirement Planning Counselor, Securities Industry Essentials (SIE), and Bloomberg Environmental Social Governance certifications and has been awarded Academic Distinction and Vivian Bancroft Swift Memorial Scholarship
Education
Bachelors at University of Arizona, Eller College of Management
High School Diploma at Notre Dame Preparatory
Will Small Namesakes
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