Bill Maynard
Director @Piedmont Capital Distributors, Llc
Irvine, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Aug 2015 — Present
Director @Piedmont Capital Distributors, Llc
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Orange County, CA, US
Distributor for Credit Suisse Funds
EDUCATION
1976 — 1979
University of North Texas
Bachelor of Business Administration (B.B.A.)
1974 — 1976
University of Arkansas, Fayetteville
Marketing and Finance
2019 — 2021
Arizona State University
Master's degree
SKILLS
Series 65General Securities PrincipalReal EstateAsset AllocationMutual FundsWealth Management ServicesBrokerageEtfsQualified Retirement PlansFinancial Product SalesDue DiligenceHedge FundsFixed IncomeFinancial PlannersFinancial AdvisoryUniform Combined State LawWealth ManagementSeries 63WealthAsset Management401kRetirementBondsSeries 6Strategic Financial PlanningInsuranceSeries 24Investment AdvisoryIrasInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsInvestmentsSecuritiesEstate PlanningEquitiesPortfolio ManagementRelationship ManagementInvestment ManagementVariable Annuities
ABOUT BILL MAYNARD
Experienced Managing Partner with a demonstrated history of working in the financial…
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