Bill Wostoupal
EVP, Wealth Tech Solutions @Orion Advisor Solutions Llc
Omaha, NE, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2022 — Present
EVP, Wealth Tech Solutions @Orion Advisor Solutions Llc
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Omaha, NE, US
Coordination and execution of Orion\'s vision to offer custom indexing, and other outsourced services, to our prospective and existing investment advisory customer base.
EDUCATION
N/A
Quantic School of Business and Technology
Executive MBA
1990 — 1992
University of Nebraska-Lincoln
BA, Major: Psychology Minor: Finance
SKILLS
Series 63Mutual FundsMarketing StrategySeries 7Sales ManagementStrategic PlanningRetirement PlanningSeries 24InvestmentsStrategySocial Media MarketingSalesProject ManagementBusiness DevelopmentWealth ManagementRelationship ManagementLeadershipNew Business DevelopmentAsset ManagementAlternative InvestmentsPortfolio ManagementInvestment AdvisorySecurities
ABOUT BILL WOSTOUPAL
SVP, Wealth Tech Solutions
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