Bill Harmon

About Bill Harmon

Results driven leader with 25+ years of financial services experience including…

Experience

1. Insurance Broker

   Estate Planning Delaware Valley, Inc

   Oct 2009 — Present

   My goal is to provide great products that will assist families and small business in obtaining the financial security they need. Understanding that great products are only as good as the services provided, I\'m committed to building and sustaining meaningful relationships with my clients. To do this, I will leverage my knowledge as well as the 40+ years of experience from our team here at Estate Planning of Delaware Valley. Whether you are providing your children with the best education or planning a comfortable retirement, we can help you achieve your goals. Our services include, but are not limited to- Philanthropic Estate Planning - Life Insurance - Business Succession Planning - Life Settlements & Audits- Estate Planning and Funding - Retirement Planning - Pension Plan Management

Skills

• Coaching
• Management
• Team Building
• Talent Management
• Finance
• Operations Management
• Team Leadership
• Strategic Planning
• Customer Service
• Vendor Management
• Marketing
• Performance Management
• Financial Services
• Crm
• Debt Collection
• Sales
• Business Process Improvement
• Call Center
• Credit Cards
• B2b
• Relationship Management
• Program Management
• Business Development
• Call Centers
• Project Planning
• Insurance
• Compliance
• Process Improvement
• Recruiting
• Risk Management
• Mergers & Acquisitions
• Strategy
• Marketing Strategy
• Start-Ups
• Sales Management
• Leadership