William Tyler Weihs

William Tyler Weihs has a diverse work experience in the financial industry. William Tyler currently works at Wealthfront as a Manager, Client Services Representative since March 2021. Before joining Wealthfront, they worked at ISS | Institutional Shareholder Services as a Senior Associate - Client Success Manager from January 2018 to March 2021. In this role, they provided operational support for 20 institutional asset managers, focusing on ballot and proxy voting management, account maintenance, and report production. William Tyler also collaborated with custodian contracts to reconcile holdings and custodian accounts. Prior to that, they worked at State Street Global Advisors as a Portfolio Administrator from October 2014 to September 2016, where they were responsible for maintaining the accuracy of 80 portfolios across 43 client accounts and executing trades for short-term investment funds. William Tyler also worked at Pioneer Investments as a Client Service Representative in May 2014, where they provided policies, procedures, and legal information regarding mutual fund accounts and supported client tax inquiries. Additionally, they interned at State Street in their Investment Solutions Group in 2013, where they reviewed daily cash positions and trade reconciliations for institutional client accounts. In 2012, they interned at State Street in their Enterprise Risk Management division.

William Tyler Weihs attended Saint Michael's College from 2010 to 2014. William Tyler did not obtain a degree or specify a field of study during their time there. Prior to that, they completed their high school education at Manchester Essex Regional High School from 2006 to 2010. In addition to their formal education, William has obtained several certifications from FINRA. In May 2021, they obtained the Series 7 certification. In June 2021, they obtained the Series 66 certification, and in October 2021, they obtained the Series 24 certification.