William Larsen
About William Larsen
William Larsen is a Private Client Banker with extensive experience in financial services, having held various roles at Fidelity Investments and Bank of America Merrill Lynch. He earned a bachelor's degree from Flagler College and has worked in the industry since 2012.
Work at Chase
William Larsen currently holds the position of Private Client Banker at Chase. In this role, he provides personalized banking services to high-net-worth clients, focusing on wealth management and financial planning. His responsibilities include assessing client needs, recommending appropriate financial products, and ensuring a high level of customer service.
Previous Experience in Financial Services
Before joining Chase, William Larsen accumulated extensive experience in the financial services sector. He worked at Fidelity Investments as a Central Relationship Manager for four months in 2018. Prior to that, he served as a Financial Representative at Fidelity Investments for nine months in 2016. His tenure at Bank of America Merrill Lynch included various roles, such as Statements and Tax Reporting Team Manager, Retirement Plan Services Senior Operations Representative, and Retirement Tax Line Manager.
Education and Expertise
William Larsen earned his Bachelor's degree from Flagler College, where he studied from 2007 to 2011. His educational background provides a foundation for his expertise in financial services and client management. Additionally, he attended Port St. Joe Junior-Senior High School, which contributed to his early academic development.
Career Progression
William Larsen's career in finance began at Bank of America Merrill Lynch, where he held several positions from 2012 to 2016. He worked as a Retirement Plan Services Senior Operations Representative for two years, followed by roles as an Interim Team Manager and Retirement Tax Line Manager. His experience at Fidelity Investments further solidified his skills in client relations and investment solutions.