William Fraser II

William Fraser II is an experienced finance professional currently serving as Regional Lending Manager at Advisor Credit Exchange since October 2022. Prior to this role, William worked at Vanguard as a Senior Internal Sales Consultant from May 2020 to October 2022 and held the position of Vice President, Financial Advisor at Personal Capital from December 2018 to May 2020. William's career also includes a role as Regional Director, U.S. Asset Management Distribution at SEI from January 2014 to December 2018, and Financial Services Representative positions at State Farm and New York Life Insurance Company. William began the career as a Business Analyst at Citi in 2011. William holds a Master of Business Administration (MBA) from the Fox School of Business at Temple University and a Bachelor of Arts (B.A.) in Business Administration and Management from West Virginia University.