William Lincoln

About William Lincoln

Wealth Management Associate at Cerity Partners in Los Angeles. Expertise in financial analysis, asset allocation, and risk assessment. Proficient in data analysis tools and techniques, with a strong ability to identify market trends and opportunities. Adept at building and maintaining strong client relationships, resulting in a consistent track record of exceeding client expectations.My finance background includes a Bachelor of Science in Business Administration with a finance concentration from California Polytechnic University, Pomona. During my academic journey, I immersed myself in financial statement analysis, modeling, and portfolio management. I\'ve also held leadership roles, such as Director of Corporate Relations at Cal Poly Pomona Finance Society and Head of U.S. Economics and Portfolio Manager at CPP Student Managed Investment Fund, enhancing my leadership, teamwork, and financial analysis skills.I am passionate about using my financial expertise to help clients achieve their goals. Let\'s connect and discuss potential opportunities.

Experience

1. Wealth Management Associate

   Cerity Partners

   Feb 2024 — Present · Los Angeles, CA, US

Education

• California State Polytechnic University-Pomona

  Bachelor of Science - BS, Finance, Real Estate, and Law

  2015 — 2021

• Hingham High School

  High School

  2010 — 2015

Skills

• Customer Service
• Powerpoint
• Invoicing
• Fax
• Troubleshooting
• Office Equipment
• Microsoft Office
• Microsoft Excel
• Microsoft Word
• Teamwork
• Outlook
• Research
• Programming
• Databases
• Labview
• Team Building
• Team Leadership
• Padi Advanced Open Water Diver
• Circuit Design
• Printed Circuit Board Manufacturing
• Electrical Engineering
• Public Speaking
• Sales
• Project Management
• Strategic Planning
• Time Management
• Photoshop
• Social Media
• Budgets
• First Aid
• Cardiopulmonary Resuscitation (Cpr)
• Wilderness First Aid
• Electrical Wiring
• C++