![Will Milne](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
William E.
Milne worked as a Group Sales Representative at Principal Financial Group, Inc. from 2004 to 2007 and as a Financial Advisor at Stanley-Laman Group Ltd. from 2008 to 2016.
He received his undergraduate degree from the University of Pennsylvania in 2008.
Precedenti posizioni note di Will Milne
| Società | Posizione | Fine |
|---|---|---|
Stanley-Laman Group Ltd.
 Stanley-Laman Group Ltd. Investment ManagersFinance SLG manages various distinct portfolios for clients. Each of the non-custom portfolios utilizes a different strategy, poses a different risk profile, and acquires different securities, though some overlap of common holdings may exist. Custom or specialty portfolios can be created at a clients’ request, or to meet a client’s risk and return objectives. Portfolio Holdings are selected through a bottom-up screening process using internally developed software designed to identify characteristics deemed attractive by their investment committee. | Analyst-Equity | 01/04/2016 |
| PRINCIPAL FINANCIAL GROUP, INC. | Corporate Officer/Principal | 01/08/2007 |
Formazione di Will Milne
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
97
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Principal Financial Group, Inc.
 Principal Financial Group, Inc. Investment ManagersFinance Provides retirement plans, asset management and insurance services | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stanley-Laman Group Ltd.
Stanley-Laman Group Ltd. Investment ManagersFinance SLG manages various distinct portfolios for clients. Each of the non-custom portfolios utilizes a different strategy, poses a different risk profile, and acquires different securities, though some overlap of common holdings may exist. Custom or specialty portfolios can be created at a clients’ request, or to meet a client’s risk and return objectives. Portfolio Holdings are selected through a bottom-up screening process using internally developed software designed to identify characteristics deemed attractive by their investment committee. | Finance |
