We found the following information about Bill Barnes at Shelton Capital Management, where this professional has worked as a Director, Advisor Services since 2017. Bill's total work experience is over 28 years, during which time Bill had at least seven jobs at different places to develop skills. Bill studied at the University of Texas at Austin from 1996 to 1998. This expert received the following certifications: Chartered Financial Analyst and Cfa Institute. Currently, Bill is located in Wellesley, Massachusetts. You can contact with Bill by looking for phone number or email address or find full info by requesting access to their further details from Connexy.
Name variants:
Billy Barnes,
Billie Barnes
Contact Information
Last Update
Jul 11, 2022
Email
wi**@hotmail.com, bi**@fivetencapital.com
Location
Wellesley, MA
Company
Workplace
Director, Advisor Services
San Francisco, CA
Industry
Investment Management, Open-End Management Investment
Colleagues
Work History
Director, Advisor Services
1875 Lawrence St SUITE 300, Denver, CO 80202
Responsible for marketing, sales and strategic initiatives at the firm through the RIA channel in the Western U.S.
Jan 2017 — Oct 2019
Head of Marketing
370 Highland Ave SUITE 200, Piedmont, CA 94611
Five Ten Capital LLC has specialized expertise in fixed income and real estate markets and seeks creative opportunities with outstanding risk/rewards in overlooked or misunderstood markets.F...
Jun 2013 — Oct 2015
Senior Vice President
1290 Avenue Of The Americas, New York, NY 10018
Responsible for marketing to and client servicing of West Coast Public Plans.
Jul 2010 — Feb 2013
Director of Marketing
30 Dan Rd Suite #55932, Canton, MA
Led Public Funds marketing effort.
Sep 2008 — Jul 2010
Director of Marketing
4 Orinda Way, Orinda, CA 94563
Responsible for marketing to corporations, public funds, endowments, foundations and Taft-Hartley plans.
2002 — 2008
Infantry Officer
Rifle Platoon Commander, Weapons Platoon Commander, Rifle Company Executive Officer, Assistant Series Commander, Series Commander
Aug 1981 — Feb 1986
Education
1996 — 1998
1986 — 1987
Occupations
Executive
Director
Advisor
Accountant
Finance and Accounting Specialist
Real Estate Broker
Licensed Real Estate Broker
Operations Manager
Accounting Bookkeeper
Bookkeeper
Property Manager
Real Estate Manager
Skills
Hedge Funds
Portfolio Management
Alternative Investments
Series 7
Private Equity
Institutional
Bonds
Series 63
Asset Managment
Investment Strategies
Fixed Income
Equities
Strategy
Leadership
Investment Management
Asset Allocation
Asset Management
Investments
Institutional Investments
Investor Relations
Mutual Funds
Equity Research
Emerging Markets
Bloomberg
FAQs about Bill Barnes
What is the main profession of Bill Barnes?
Bill is a Financial Services.
What are the profession of Bill?
These person's professions are Executive and Director
Where does Bill Barnes currently live?
Bill Barnes lives in Wellesley, Massachusetts.
What is Bill's email?
The expert's email is wi**@hotmail.com and bi**@fivetencapital.com.
How many companies did Bill Barnes work at?
Bill Barnes worked at seven jobs.
What education does Bill Barnes have?
Bill studied at the University of Texas at Austin from 1996 to 1998.
What are the certifications of Bill Barnes?
Bill received the following certifications: Chartered Financial Analyst and Cfa Institute.
Are there any special skills, that Bill Barnes has?
This person has such skills as Hedge Funds, Portfolio Management, Alternative Investments, Series 7, Private Equity, Institutional, Bonds, Series 63, Asset Managment, and Investment Strategies.