William Morrison
Teaching Assistant Professor- Finance at University of Wisconsin Oshkosh
- Role
- Wealth Manager at Merit Financial Advisors
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
About William Morrison
I have two great jobs, I teach finance at the University of Wisconsin Oshkosh and work as…
Experience
Wealth Manager
Aug 2022 — Present · Sheboygan Falls, WI, US
Merit is a comprehensive financial services firm that seeks to help individuals in and approaching retirement with the establishment and ultimately the achievement of their financial goals. Merit’s team of almost 100 dedicated professionals provides the necessary education and guidance needed to ensure clients make prudent decisions and implement effective strategies vital to the protection and preservation of wealth.
Education
Beloit College
Center for Language Studies- Intensive Chinese (Mandarin)
Upper Iowa University
BA, Accounting
2000 — 2003
Bradley University
MS, Accounting
2003 — 2004
Cornell University
NA, Chinese
2007 — 2007
Skills
- Accounting
- Finance
- Auditing
- Internal Controls
- Internal Audit
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