William Wilson
Northeastern University
Tell me more about William Wilson?
William Wilson is a highly experienced professional with 33.8 years of work experience in investment advisory, wealth management services, estate planning, and comprehensive wealth management. He is currently the Senior Vice President & Branch Manager at Hefren-Tillotson, Inc. in the United States. Throughout his career, he has held various leadership positions at Baird, including Director/Branch Manager and Senior Vice President. He also served as the Board Chairman and Branch Manager at HEFREN-TILLOTSON, INC. in Pennsylvania. With a strong background in the financial services industry, William Wilson is a valuable asset in the field.
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About
Senior Vice President & Branch Manager, Hefren-Tillotson, Inc.
Work Experience
director branch manager at baird
Financial Services
William Wilson's Professional Milestones
- Senior Vice President (1990-01-01~2022-11-01): Driving strategic initiatives and implementing effective business strategies to enhance operational efficiency.
- Branch Manager (1990-01-01~2022-11-01): Successfully implementing strategic sales initiatives to drive revenue growth and increase market share.
Education
Business,
Business Finance,
Finance,
Bachelors,
Bachelor Of Science
1980-1984Skill
Investment Advisory
Wealth Management Services
Estate Planning
Comprehensive Wealth Management
Certification
Colleagues
Diane Kelly
Leadership Development Professional | Mother | Coach | Business Owner
John Mascarich
Managing Director
Andy McKay
Managing Director | Business Owner Solutions
Elizabeth Egan Thompson
Business Owner Solutions Associate
Chris Johnson
Business Owner Solutions Vice President
Other Named William Wilson
Frequently asked questions
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William Wilson works for Baird
William Wilson's role in Baird is director branch manager at baird
William Wilson works in the industry of Financial Services
William Wilson's colleagues are Diane Kelly,John Mascarich,Andy McKay
William Wilson's latest job experience is director branch manager at baird at Baird
William Wilson's latest education in Northeastern University