William Vasconcellos
Certified Investment Management Analyst, Chartered Retirement Planning Counselor, Financial Advisor @UBS
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WORK HISTORY
Certified Investment Management Analyst, Chartered Retirement Planning Counselor, Financial Advisor @UBS
Boise, ID, US
Accomplishments:CIMA - Certified Investment Management Analyst Designation CRPC - Chartered Retirement Planning Counselor LicensesSeries 7, General Securities Representative Series 63, Uniform Securities State Agent Series 65, Investment Advisor Representative Idaho Life Insurance, Annuity, Variable Annuity, and Health Licenses (including Long-Term Care and Disability)
EDUCATION
Stanford University
BA in Economics with Honors
Boalt Hall School of Law, University of California, Berkeley
J.D.
ABOUT WILLIAM VASCONCELLOS
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