William

William: Email & Phone Number

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PCGI - Account Executive at Fisher Investments|United States

Position:

PCGI - Account Executive at Fisher Investments

Location:

United States

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Last updated: 2026-05-23
Updated: 2026-05-23

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Work Experience 6 years

PCGI - Account Executive at Fisher Investments

Mar 2025 - Current

PCG - Account Executive at Fisher Investments

Aug 2024 - Feb 2025

Manager at Spearhead Mobility

Jan 2020 - Jan 2023

William started working in 2020, then the employee has changed 1 company and 2 jobs. On average, William works for one company for 1 year 7 months.

Their professional focus is Customer Service, Management, and Microsoft Office across 3 core areas.

William holds Series 65 certifications and has been awarded Tip of the Spear Winner (2nd Place) and Scholarship Officer

Education

Bachelor of Business Administration - BBA at Washington State University

Associate's degree at Cerro Coso Community College

William Namesakes

Name
Company
Position
William
Director
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William
Information Technology Executive
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Other employees at Fisher Investments

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Company
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Noah Thewes
Account Executive
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Justin Poirier
Regional Vice President
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Andrea Jimena Retana Matamoros
Shared Service Investment Counselor
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Eli Savage
Financial Planning Associate
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Angela Cortez
International Sales Support Associate
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Melanie Espinoza
Investment Counselor
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Joshua Colon
Account Executive
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David Idichandy
Finance and Operations Associate
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Jorge Saborio
Onboarding Coordinator
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