Will Planer is currently the Director of Institutional Equity Sales at Chardan, having previously held a similar role at Keefe, Bruyette & Woods from 2010 to 2025. Will has a strong background in financial services, managing large-scale accounts and consistently exceeding performance expectations. They bring experience from internships at Trust Company of the West and FrontPoint Partners LP, where they developed financial models and gained insights into the industry. Will holds a Bachelor of Arts in History and Economics from Colgate University, earned in 2009.
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