Internal Wholesaler@ AIG
Houston, Texas, United States
William Sherrard
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FlashIntel GPTWilliam Sherrard is a highly experienced wholesaler with over 16 years of success in the financial services industry. He has a strong understanding of the securities industry and has worked in sales and marketing of annuities, SMAs, retirement plans, fixed income, and investment products. With a Series 7, 6, 63, 65, and Texas Life and Health, he specializes in relationship management, capital markets, sales, marketing, and new business development. He has held various positions in reputable companies such as AIG, ADP, Curian Capital, Capital One, Invesco US, and GE.
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About
Over 16 years of success and contributions in the financial services industry as a Wholesaler. Demonstrated understanding of the securities industry, sales process, and distribution channels. Experienced in sales and marketing of annuities (variable and fixed), SMAs, retirement plans, fixed income and investment products. Hold a Series 7, 6, 63, 65, and Texas Life and Health. Specialties: * Relationship Management * Capital Markets * Sales, Marketing & New Business Development * Institutional & Retail Investments * Team Management
...See MoreWork Experience
Internal Wholesaler
Insurance
William Sherrard's Professional Milestones
- Internal Regional Business Consultant (2011-01-01~2013-02-01): Providing strategic business solutions, driving strategic growth and expanding client base.
- Internal Wholesaler (2014-06-01~): Elevated wholesale sales by implementing effective strategies and fostering a high-performing sales team.
Skill
Mutual Funds
Investments
Financial Services
Series 7
Relationship Management
Series 63
Sales
Retirement Planning
Retirement
Finance
Portfolio Management
Asset Management
Series 6
401k
Investment Management
Insurance
Wealth Management
Alternative Investments
New Business Development
Life Insurance
Securities
Fixed Annuities
Strategy
Finra
Equities
Capital Markets
Separately Managed Accounts
Asset Allocation
Strategic Financial Planning
Competitive Analysis
Financial Planning
Financial Advisory
Investment Advisory
Investment Strategies
Etfs
Iras
Unified Managed Accounts
Uniform Combined State Law
Crm
Series 65
Business Relationship Management
Certification
Colleagues
Jason Schilling
IT Strategy | Program Management | APIs | Application Architecture | Product Owner | Cloud
Selina Lee
Agency Owner
Srinath Raja
Business Analyst | Product Owner | Project Manager
Meghan Hoover
Owner
Max Piawen
Owner at AIG
Other Named William Sherrard
Frequently asked questions
We found 2 William Sherrard's email addresses
We found 1 William Sherrard's phone numbers
William Sherrard's social media include: Linkedin,
William Sherrard works for AIG
William Sherrard's role in AIG is Internal Wholesaler
William Sherrard works in the industry of Insurance
William Sherrard's colleagues are Jason Schilling,Selina Lee,Srinath Raja
William Sherrard's latest job experience is Internal Wholesaler at AIG
