Will Buchman

Client Specialist at Baird | Private Wealth Management

Role
Client Specialist at Baird
Location
Dallas, TX, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Will Buchman

Motivated professional with a demonstrated excellence in the financial services industry. Skilled in investment analysis and holistic wealth management. Licensed with FINRA as a Registered Investment Advisor. Committed to providing a superlative client experience. Financial professional with a Bachelor\'s degree in Finance from Texas A&M University, Mays Business School.

Experience

  1. Client Specialist

    Baird

    May 2021 — Present · Dallas, TX, US

Education

  • Texas A&M University - Mays Business School

    Bachelor's degree, Finance, General

    2016 — 2020

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Will Buchman — Client Specialist at Baird in Dallas, TX, US | Unifers