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William B. Ramsdell, ChFC
Principal and Registered Investment Adviser
Education : Bachelor of Science, University of Montana, 1983, Chartered
Financial Consultant designation granted, 2001. Level II Candidate, Chartered Financial Analyst (CFA) program through
the CFA Institute.
Organizations: Member of the Piedmont Municipal Tax Review Committee, 2003 - 2005.
Member
- CFA Institute
- CFA Society of San Francisco
- Berkeley Entrepreneurs Forum
- St. Andrews Society of San Francisco
Outside Interests: Family, Education, Travel and Golf
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