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Wealth Management Associate @Cerity Partners
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WORK HISTORY
Wealth Management Associate @Cerity Partners
Los Angeles, CA, US
EDUCATION
California State Polytechnic University-Pomona
Bachelor of Science - BS, Finance, Real Estate, and Law
Hingham High School
High School
SKILLS
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.
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