Associate Wealth Partner

• 2019 - Present

As an Associate Wealth Partner, Bill builds plans to help meet clients’ diverse needs, including retirement income planning, college funding, portfolio allocation, and risk management analysis. As an Associate Wealth Partner, Bill builds plans to help meet clients’ diverse needs, including retirement income planning, college funding, portfolio allocation, and risk management analysis.

Divisional Vice President

• Feb 2016 - Dec 2017

Doubled production year over year. Ranked top 3 in company for new procucers. Developed a start-up territory in the Midwest including: IA, MN, ND, NE, SD and WI. Collaborated with Strategic Accounts and Marketing to develop and implement sales and marketing strategies which enhanced visibility and increased sales. Facilitated conference calls with Regional Vice Presidents resulting in coordinated messaging and idea sharing. Doubled production year over year. Ranked top 3 in company for new procucers. Developed a start-up territory in the Midwest including: IA, MN, ND, NE, SD and WI. Collaborated with Strategic Accounts and Marketing to develop and implement sales and marketing strategies which enhanced visibility and increased sales. Facilitated conference calls with Regional Vice Presidents resulting in coordinated messaging and idea sharing.

Financial Advisor, CFP®

• Jul 2009 - Feb 2016

Opened Branch office in 2010, annualized revenue growth over 40%. Developed personal financial strategies to fund college, retirement and estate plans. Emphasized wealth accumulation and retirement planning. Opened Branch office in 2010, annualized revenue growth over 40%. Developed personal financial strategies to fund college, retirement and estate plans. Emphasized wealth accumulation and retirement planning.

Regional Marketing Director

• Oct 2007 - 2009

Developed a start-up territory in the Midwest including MN, ND, SD and WI. Built strong long-term relationships with clients including: LPL, AIG, Woodbury Financial, Commonweatlh and Raymond James. Exceeded prior years's production, 1 of only 6 territories of 38 in company to accomplish this goal. Developed a start-up territory in the Midwest including MN, ND, SD and WI. Built strong long-term relationships with clients including: LPL, AIG, Woodbury Financial, Commonweatlh and Raymond James. Exceeded prior years's production, 1 of only 6 territories of 38 in company to accomplish this goal.

Divisional Vice President

• Jan 2004 - May 2007

Built and led the #1 division in the company based on market share.Managed and directed 10 Regional Vice Presidents in IA, IL, IN, KS, MI, MN, MO, ND, NE, OH, SD and WI.Partnered with Recruiters and Sales Managers to develop successful sales strategies.

Managing Vice President

• Jul 2001 - Jan 2004

Developed the #1 division in the company out of 15 divisions nationally with annual revenue of $350M.Recognized as the top Managing Vice President in the company with the Managing Vice President of the Year Award. Managed 7 Regional Vice Presidents and was responsible for personal production.Recruited, managed and trained Regional Vice Presidents in all areas of sales including presentation skills.Mentored and developed 4 Regional Vice Presidents who achieved top producer status.Recognized with Allianz SOAR Award as Division of the Year. Show less

Regional Vice President

• Jan 2000 - Jun 2001

Built and developed start-up territory into the #1 territory in the company for variable annuity sales, $21M in first year nearly 10% of company sales.Closed the largest contract in company history.Conducted effective client meetings positioned as the knowledge expert.

Regional Vice President

• 1996 - 1999