William Knight
Wealth Advisor
- Role
- Wealth Advisor at Legend Financial Advisors, Inc
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About William Knight
I help busy executives avoid burnout so that they can lead their industry.
Experience
Wealth Advisor
Legend Financial Advisors, Inc
Feb 2020 — Present · Pittsburgh, PA, US
Our team helps clients with their financial planning and investment needs. My primary responsibilities include meeting with clients, performing investment research, creating financial planning analyses and assisting in training and development of staff members.
Education
University of Pittsburgh
Bachelor of Science (B.S.), Finance
2007 — 2010
Skills
- Microsoft Office
- Business Coaching
- Management
- Team Building
- Financial Analysis
- Public Speaking
- Training
- Wealth Management Services
- Wealth
- Microsoft Powerpoint
- Investments
- Leadership
- Social Media
- Microsoft Excel
- Powerpoint
- Portfolio Management
- Strategic Planning
- Asset Allocation
- Customer Service
- Wealth Management
- Investment Management
- Team Leadership
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