William Glidden

I have been in the Financial Services industry for the last seven years . During this time I have had the opportunity to serve a diverse group of clients. From twenty-somethings saving for the first time to high net-worth individuals. * I believe in caring for clients and putting their best interest's first * I believe that building up those around you is the key to sustained success I thrive in an environment where I can connect with clients and colleagues. I am forever curious and never plan to stop learning and growing both personally and professionally. Skills: Exceptional customer service skills , Salesforce and CRM software , Microsoft Office Suite retirement planning tools, record keeping , compliance , public speaking , event planning , peer coaching and mentoring , and last but appreciated office tech support.