Bill Shefte
President and Investment Advisor Representative at Gold Leaf Financial Chairman & President of Charlotte Southern Lions Foundation, Inc.
- Role
- President and Investment Advisor Representative at Gold Leaf Financial Services Pty Ltd
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Bill Shefte
Financial Planning • Retirement Planning and Retirement Accounts, including …
Experience
President and Investment Advisor Representative
Gold Leaf Financial Services Pty Ltd
Jul 2017 — Present · Charlotte, NC, US
Education
North Carolina State University
Philosophy, Philosophy
1973 — 1977
Skills
- Financial Planning
- Arbitration
- Litigation
- Financial Analysis
- Due Diligence
- Mediation
- Change Management
- Strategy
- Retirement Planning
- Finra
- Business Strategy
- Financial Services
- Wealth Management
- Compliance
- Excel
- Strategic Financial Planning
- Investments
- Business Analysis
- Financial Risk
- Asset Management
- Portfolio Management
- Mergers
- Program Management
- Contract Negotiation
- Executive Management
- Business Planning
- Fixed Annuities
- Budgeting
- Securities
- Estate Planning
- Corporate Law
- Budgets
- Finance
- Small Business
- Series 7
- Private Equity
- Analysis
- Corporate Finance
- Project Management
- Strategic Planning
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