William has joined Emanuel Whybourne & Loehr after 4 years with Ord Minnett, during which he managed all administrative aspects of the dealing desk including corporate actions, finding, and collating the latest research and information on companies and managed funds (domestic and international). William’s willingness to prepare detailed information for client meetings including financial summary reports, portfolio performance, and preferred stock recommendations will assist to provide a greater service to our clients.
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While demonstrating exceptional communication skills coupled with a genuine wish to improve policies and procedures to ensure solutions for clients, William will assist from a client and operational perspective. William will be responsible for supporting the firm acting as the operational expert in terms of onboarding clients and providing an exceptional experience and introduction to our firm.