William Bolas
Senior Managing Director, Partner at Oxford Harriman & Company
- Role
- Senior Managing Director & Partner at Oxford Harriman & Company
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About William Bolas
We aim to provide a client experience of controlled, educated decision making with a goal…
Experience
Senior Managing Director & Partner
May 2024 — Present · Westlake, OH, US
Education
St. Bonaventure University
BA, Accounting & Finance
1997 — 2001
Skills
- Strategic Planning
- Finance
- Wealth
- Management
- Securities
- Financial Planning
- Wealth Management
- Mutual Funds
- Financial Advisory
- Retirement Planning
- Insurance
- Investment Planning
- Wealth Preservation Strategies
- Investments
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