William Milne
- Role
- C3 Wealth Management at C Wealth Management
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About William Milne
Specialties: Certified in the Series 7 and 63 with FINRA, Certified Financial Planner®…
Experience
C3 Wealth Management
Present
Education
University of Pennsylvania
BS, Economics
2004 — 2008
The Wharton School
Bachelor of Science (BS)
2004 — 2008
Skills
- Analysis
- Financial Modeling
- Portfolio Management
- Sales
- Estate Planning
- Insurance
- Series 7
- Financial Markets
- Investment Banking
- Investments
- Financial Analysis
- Financial Advisory
- Series 66
- Finance
- Investment Strategies
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