William B. Ramsdell, ChFC

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• Managing assets for individuals, trusts and corporations since 1986

• Bachelor of Science, University of Montana, 1983

• Chartered Financial Consultant designation - ChFC granted 2001

• Completed Level 1 Chartered Financial Analyst (CFA) through the CFA Institute, 2004

• Member, Piedmont Municipal Tax Committee, 2003-2005, Berkeley Entrepreneurs forum, Saint Andrews Society of San Francisco, CFA Society of San Francisco

Outside interests are family, education, history and golf