Profil
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.
Anciens postes connus de Will Milne
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de Will Milne
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 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 |
















