Will Hicks
Managing Director, Owner at Sapling Wealth Management, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Seattle, US
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Experience
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Sapling Wealth Management, LLC
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United States
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Financial Services
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1 - 100 Employee
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Managing Director, Owner
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Nov 2010 - Present
Seattle Sole practitioner Registered Investment Advisor (RIA). Conduct client assessments, develop and implement financial plans. Advise on investment strategy, consult on advanced planning strategies (tax, insurance, estate, charitable giving) and manage all key relationships (client & vendors). Monitor performance using internally developed and market indexed benchmarks.
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Bridgespan Capital
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Singapore
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Financial Services
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1 - 100 Employee
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Managing Director
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Sep 2006 - Oct 2010
Seattle/Portland Collateral Specialty Lender
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Vice President of Investments
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Nov 1999 - Jun 2003
Birmingham, Alabama Area Corporate Venture & Private Equity
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Manager
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Sep 1996 - Nov 1999
Greater Boston Area Consulting & Private Equity Investments
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Cowen and Company
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United States
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Investment Banking
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1 - 100 Employee
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Vice President
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Sep 1991 - Sep 1996
Greater Boston Area Health Care Services Analyst.
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Education
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1989 - 1991
Tuck School of Business at Dartmouth
Master of Business Administration (MBA) -
1982 - 1986
Duke University
Bachelor of Arts (B.A.), Economics & Political Science
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