Profil
William Nelson Palmer worked as an Analyst at Morgan Stanley & Co. LLC in 2006.
From 2007 to 2025, the role was Investment Counselor at Atwood & Palmer, Inc. Education includes an MBA from Washington University in St. Louis and an undergraduate degree from the University of Denver, conferred in 2005.
Anciens postes connus de William Palmer
| Sociétés | Poste | Fin |
|---|---|---|
Atwood & Palmer, Inc.
Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Analyst-Equity | 31/12/2025 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2006 |
Formation de William Palmer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Washington University in St. Louis
Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Atwood & Palmer, Inc.
Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Denver
University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















