Verified recordFinancial Services

Will Haggerty

Director of Product Management at Starcompliance

Based in Jacksonville, United States

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Seniority

Director

Department

Sales & Business Development

Location

Jacksonville

Industry

Financial Services

Company size

254

Contact information

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w•••••••@starcompliance.com

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Background

About Will Haggerty

Motivated, insightful Financial Professional with a proven ability to excel in high pressure, self-supervised work environments. • 10 years in the financial services industry with experience ranging from investment analysis and technical consulting to risk management and sales • Expertise in relationship development that complements ability to meet goals in a high pressure environment • Proven ability to adapt to and implement changes in technology to improve the efficiency and overall experience of both clients and team members • Comprehensive knowledge of numerous investment vehicles including annuities, mutual funds, SMAs, stocks, bonds, retirement plans, and structured products • Practical experience with Valuation Models, Barra, Morningstar Principia, Bloomberg Professional, and Monte Carlo Simulations • 2014 Level II CFA Candidate • 2013 UNC Charlotte Student Managed Investment Fund Team Member

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