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William Spellman

Investment Research Planning Analyst at Bleakley Financial Group

William Spellman is an Investment Research Planning Analyst at Bleakley Financial Group based in Fairfield, New Jersey. Previously, William was aManaging Director at NA Foundation and also held positions at Prudential, PNC, NatCity Investments. William received a M. B. A. degree from Fairleigh Dickinson University.Read More

William Spellman's Phone Number and Email

Last Update

8/6/2022 1:36 PM
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Contact Number

(973) ***-****
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HQ Phone

(973) 575-4180

Address

100 Passaic Ave Ste 300, Fairfield, New Jersey, 07004, United States

William Spellman Current Workplace

Location

100 Passaic Ave Ste 300, Fairfield, New Jersey, 07004, United States

Description

Bleakley Financial Group offers individuals, families, and business owners independent financial planning and wealth management advice. The company is headquartered in Fairfield, New Jersey.

William Spellman Work Experience and Education

Work Experience

Managing Director

NA Foundation

1994-

Director

Prudential

1999-2019

As of May 23, 2014

PNC

1993-2013

Senior Vice President

NatCity Investments

1994-2008

Board Memberships & Affiliations

Education

Fairleigh Dickinson University

M. B. A.

Fairleigh Dickinson University

Org Chart - Bleakley Financial Group

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Investment Research Planning Analys...

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Recent News About William Spellman

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William H. Spellman , CIMA Director. Mr. Spellman joined Prudential Financial as a Senior Research Analyst in April 2000. Today, Bill manages a team...

William Spellman Prudential Investments

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Frequently Asked Questions regarding William Spellman

What company does William Spellman work for?

William Spellman works for Bleakley Financial Group

What is William Spellman’s role in Bleakley Financial Group?

William Spellman’s role in Bleakley Financial Group is Investment Research Planning Analyst

What is William Spellman’s email address?

William Spellman’s email address is b***@bleakley.com

What is William Spellman’s business email address?

William Spellman’s business email address is b***@bleakley.com

What is William Spellman’s direct phone number?

William Spellman’s direct phone number is (973) ***-****

What is William Spellman’s HQ phone number?

William Spellman’s HQ phone number is (973) 575-4180

What is William Spellman’s latest job experience?

William Spellman’s latest job experience is Managing Director at NA Foundation

What is William Spellman’s latest education?

William Spellman’s latest education in M. B. A. at Fairleigh Dickinson University

Which industry does William Spellman work in?

William Spellman works in the industry of Finance General, Finance.... See More

Who are William Spellman’s peers at other companies?

William Spellman’s peers at other companies are Kevoi Walters, Dimitri Grant, Sjoerd Blankenstein, Rahul Tyagi, Dom Caprarola.

Who are William Spellman’s colleagues?

William Spellman’s colleagues are Laurie Kokos, Kyle Wesley, Michael Klein, Heidi Filippelli.

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Laurie Kokos

Client Service Associate

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Kyle Wesley

Chief Digital Officer

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Michael Klein

Wealth Management Advisor

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Heidi Filippelli

Client Services Associate

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Carol Cullen

Client Service Associate

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Christopher Mackin

Bleakley Financial Partner

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Michael Core

Director, Marketing & Practice Mana...

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Anthony Holden

Associate Director, Investment Rese...

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Salvatore Asta

Director, Investment Operations

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Paul Tinnirello

Chief Operating Officer

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