Will Small

Will Small: Email & Phone Number

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Wealth Management Associate at Merrill Lynch|Portland, Oregon Metropolitan Area, United States

Position:

Wealth Management Associate at Merrill Lynch

Location:

Portland, Oregon Metropolitan Area, United States

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Last updated: 2026-06-26
Updated: 2026-06-26

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Work Experience 3 years

Wealth Management Associate at Merrill Lynch

Feb 2026 - Current

College Financial Representative at Northwestern Mutual

Jul 2024 - Nov 2024

Brand Ambassador at Duffl

Aug 2023 - Nov 2023

Will Small started working in 2023, then the employee has changed 2 companies and 2 jobs. On average, Will Small works for one company for 4 months.

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

Education

Bachelors at University of Arizona, Eller College of Management

High School Diploma at Notre Dame Preparatory

Will Small Namesakes

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Company
Position
Will Small
Fulltime Student
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William Small
Los Angeles Apparel
Inventory Lead
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Will Small
The English Edit
General Manager
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