William Schellenberg
Bill is a 25-year industry veteran who co-founded Auric Capital Partners in 2022. With a focus on serving... | Irvine, California, United States
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William Schellenberg’s Emails bi****@ml****.com
William Schellenberg’s Phone Numbers No phone number available.
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William Schellenberg’s Location Irvine, California, United States
William Schellenberg’s Expertise Bill is a 25-year industry veteran who co-founded Auric Capital Partners in 2022. With a focus on serving clients with the personal attention they deserve, Bill excels at relationship management and business development. Previously he had worked at Merrill Lynch Wealth Management since 1997 as a Financial Advisor and eventual co-team leader for McKelvy Schellenberg & Associates along with Luke McKelvy. He began his career as a compliance officer at Coastline Financial. A Texas native, Bill earned a B.S. in Business Administration and graduated with honors from the University of Texas at Austin. He and his wife, Zoe, are proud parents of their son and daughter, who Bill tirelessly coached for many years in soccer, basketball and baseball. Bill supports several charities throughout the year and volunteers on the Board of Directors at Mission Viejo Country Club. Bill enjoys playing golf, traveling, and spending time with his family.
William Schellenberg’s Current Industry Auric Capital Partners
William
Schellenberg’s Prior Industry
Merrill Lynch Wealth Management
|
Auric Capital Partners
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Work Experience
Auric Capital Partners
Partner, Managing Director
Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Merrill Lynch Wealth Management
Senior Financial Advisor, Senior Vice President
Thu May 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
William Schellenberg Email Addresses
FAQ About William Schellenberg
-
William Schellenberg is located at
Irvine, California, United States -
William Schellenberg is a
Bill is a 25-year industry veteran who co-founded Auric Capital Partners in 2022. With a focus on serving clients with the personal attention they deserve, Bill excels at relationship management and business development. Previously he had worked at Merrill Lynch Wealth Management since 1997 as a Financial Advisor and eventual co-team leader for McKelvy Schellenberg & Associates along with Luke McKelvy. He began his career as a compliance officer at Coastline Financial. A Texas native, Bill earned a B.S. in Business Administration and graduated with honors from the University of Texas at Austin. He and his wife, Zoe, are proud parents of their son and daughter, who Bill tirelessly coached for many years in soccer, basketball and baseball. Bill supports several charities throughout the year and volunteers on the Board of Directors at Mission Viejo Country Club. Bill enjoys playing golf, traveling, and spending time with his family. Auric Capital Partners -
William Schellenberg currently works in the
Auric Capital Partners -
William Schellenberg specializes in
Bill is a 25-year industry veteran who co-founded Auric Capital Partners in 2022. With a focus on serving clients with the personal attention they deserve, Bill excels at relationship management and business development. Previously he had worked at Merrill Lynch Wealth Management since 1997 as a Financial Advisor and eventual co-team leader for McKelvy Schellenberg & Associates along with Luke McKelvy. He began his career as a compliance officer at Coastline Financial. A Texas native, Bill earned a B.S. in Business Administration and graduated with honors from the University of Texas at Austin. He and his wife, Zoe, are proud parents of their son and daughter, who Bill tirelessly coached for many years in soccer, basketball and baseball. Bill supports several charities throughout the year and volunteers on the Board of Directors at Mission Viejo Country Club. Bill enjoys playing golf, traveling, and spending time with his family. -
William Schellenberg speaks the following languages:
No languages available. -
William Schellenberg has prior experience in the following industries:
Merrill Lynch Wealth Management -
William Schellenberg has the following professional experience:
Auric Capital Partners , Merrill Lynch Wealth Management . -
You can view William Schellenberg’s
LinkedIn profile at LinkedIn URL. -
William Schellenberg’s work email addresses are
[email protected] . -
William Schellenberg works at
Auric Capital Partners
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