Profil
William E.
Milne worked as a Group Sales Representative at Principal Financial Group, Inc. from 2004 to 2007 and as a Financial Advisor at Stanley-Laman Group Ltd. from 2008 to 2016.
He received his undergraduate degree from the University of Pennsylvania in 2008.
Tidigare kända positioner av Will Milne
| Företag | Position | Slut |
|---|---|---|
Stanley-Laman Group Ltd.
Stanley-Laman Group Ltd. Investment ManagersFinance SLG manages various distinct portfolios for clients. Each of the non-custom portfolios utilizes a different strategy, poses a different risk profile, and acquires different securities, though some overlap of common holdings may exist. Custom or specialty portfolios can be created at a clients’ request, or to meet a client’s risk and return objectives. Portfolio Holdings are selected through a bottom-up screening process using internally developed software designed to identify characteristics deemed attractive by their investment committee. | Analyst-Equity | 2016-04-01 |
| PRINCIPAL FINANCIAL GROUP, INC. | Företagsledare/Principal | 2007-08-01 |
Will Milnes utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Principal Financial Group, Inc.
Principal Financial Group, Inc. Investment ManagersFinance Provides retirement plans, asset management and insurance services | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stanley-Laman Group Ltd.
Stanley-Laman Group Ltd. Investment ManagersFinance SLG manages various distinct portfolios for clients. Each of the non-custom portfolios utilizes a different strategy, poses a different risk profile, and acquires different securities, though some overlap of common holdings may exist. Custom or specialty portfolios can be created at a clients’ request, or to meet a client’s risk and return objectives. Portfolio Holdings are selected through a bottom-up screening process using internally developed software designed to identify characteristics deemed attractive by their investment committee. | Finance |
















