Bill Roussos

About Bill Roussos

I have nearly twenty five years of experience helping clients pursue returns through exceptional customer service and guidance for investment products. My team and I provide clients with proactive and keen insight into market dynamics and individual characteristics of equities, debt, and alternative investments that result in timely advice. I pride myself in anticipating needs, solving problems, and following through on commitments to clients. Here are some of the advantages of working with me: • Through me, my clients gain access to a powerful syndicate platform which offers retail investors many of the same capabilities as institutional investors. I help clients understand and make use of proprietary platforms and trading tools • I analyze market trends and develop strategies that seek to capitalize on market shifts and broad market moves • I assist all of my clients with understanding appropriate investment strategies and products to pursue their long and short term goals • I research clients standing to generate a “big picture” assessment of their holdings and goals – which allows me to best service their account • I provide technical expertise and guidance for purchasing individual securities and investment products • I help clients understand their asset allocation strategy and convert existing investments to align with their changing financial goals • I help worthy companies raise capital through private placements and public offerings

Experience

1. AVP Private Client Banker Jpmorgan Chase

   JPMorganChase

   Sep 2022 — Present · US