Position:
Wealth Management Associate at Merrill Lynch
Location:
Portland, Oregon Metropolitan Area, United States
Found email addresses for Will Small:
Found phone for Will Small:
Feb 2026 - Current
Jul 2024 - Nov 2024
Aug 2023 - Nov 2023
Their professional focus is 401(k) Retirement Savings Plans, Asset Management, and Customer Relationship Management (CRM) across 3 core areas.
Will holds Securities Industry Essentials (SIE), Bloomberg Environmental Social Governance, and Bloomberg Finance Fundamentals certifications and has been awarded Academic Distinction and Vivian Bancroft Swift Memorial Scholarship
Bachelors at University of Arizona, Eller College of Management
High School Diploma at Notre Dame Preparatory
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