William Breen (CRD# 6858398) is an Investment Advisor Representative working at Proshare Advisors LLC in Bethesda, MD and has over 4 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Profunds Distributors, Inc. | Bethesda, MD | Mar 2021 - Current | 2 |
| Proshare Advisors LLC | Bethesda, MD | Mar 2021 - Current | 2 |
| John Hancock | Boston, MA | Apr 2019 - Mar 2021 | 1 |
| John Hancock Funds LLC | Boston, MA | Apr 2019 - Mar 2021 | 1 |
| Morgan Stanley | Wellesley, MA | Dec 2017 - Apr 2019 | 1 |
| Morgan Stanley | Washington, DC | Sep 2017 - Nov 2017 | < 1 |
| Catholic University Of America | Washington, DC | May 2014 - Nov 2017 | 3 |
| Avenue Capital Group | New York, NY | May 2017 - Aug 2017 | < 1 |
| Aflac | Rockville, MD | May 2016 - Aug 2016 | < 1 |
| Sms Services Inc. | North Andover, MA | Jul 2013 - Aug 2014 | 1 |
| University At Albany | Albany, NY | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- MD
-
Total Assets Under Management53,251MILLIONS
-
Total Number of Accounts121ACCOUNTS
-
Average Account Value$440,094,515
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Other
MD
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