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William Teten, Sr. profile image

William Teten, Sr.

Portfolio Manager at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/southsidebank">Southside Bank</a>
Intro Book
Seasoned finance professional with expertise in fixed income portfolio management and wealth management.
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Location
Tyler, Texas, United States, US
Languages
  • English -
Skills
  • Fixed Income Portfolio Management
  • Equity Research
  • Compliance
  • Client Relations Skills
  • Portfolio Management
  • Show all
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Bio

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William Teten, Sr. is a seasoned finance professional with expertise in fixed income portfolio management, equity research, and wealth management. He has over 25 years of experience in the financial industry, including 14 years as a Portfolio Manager at Austin Trust and 7 years as a Portfolio Manager at Southside Bank. He holds a Bachelor of Science degree in Criminal Justice and Corrections from Sam Houston State University and has worked 40 hours a week at a prison while attending college. With his extensive experience and education, William is well-equipped to provide expert financial guidance to clients.

Experience

  • Southside Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Portfolio Manager
      • Mar 2008 - Oct 2015

      All fixed income investing for Trust Department

    • Vice President-Investments
      • Mar 2008 - Oct 2015

      Portfolio Manager, Investment Compliance Officer

  • Austin Trust
    • Portfolio Manager
      • Jan 1994 - Mar 2008

      Vice President - Investments:Responsible for managing fixed income accounts with expertise in: municipal, corporate, and government bonds.Also responsible for reviewing stock research and equity recommended lists.Former designations: Series 7, 63, and 4.

Education

  • 1973 - 1976
    Sam Houston State University
  • 1971 - 1972
    University of Texas at Austin

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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