Guillermo Tello
Vice President and Senior Wealth Advisor
- Role
- Vice President and Senior Wealth Advisor at The Washington Trust Company
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About Guillermo Tello
Well qualified and success-driven financial services professional with over 30 years of…
Experience
Vice President and Senior Wealth Advisor
Mar 2024 — Present · Providence, RI, US
Responsible for providing financial planning and wealth management services to Washington Trust Wealth Management clients. Responsibilities include working with high-net worth individuals and their families to design, implement, and monitor customized financial plans to help them efficiently meet their goals through a combination of financial, investment, estate, insurance, and tax planning services and advice.
Education
University of Rhode Island
M.B.A
Universidad del Pacífico
B.S
Universidad Autónoma de Madrid
M.B.A
Skills
- Fixed Income
- Securities
- Investments
- Investment Strategies
- Alternative Investments
- Portfolio Management
- Strategic Planning
- Asset Management
- Finance
- Derivatives
- Financial Analysis
- Mergers & Acquisitions
- Asset Allocation
- Banking
- Risk Management
- Strategy
- Emerging Markets
- Capital Markets
- Financial Services
- Due Diligence
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