Bill Tschanz
Regional Advisor Consultant at Invesco
- Role
- Regional Advisor Consultant (Internal Wholesaler) at Invesco Us
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Bill Tschanz
Trusted Regional Advisor Consultant (Internal Wholesaler) with a proven track record of consistently exceeding sales goals and providing exceptional client service. Two-time Regional Advisor Consultant of the Year. Analytical with a passion for daily studying the financial markets, economy, and portfolio strategies which serves me well in developing deep, consultative relationships with advisors and other financial professionals. My drive for providing an amazing client experience, along with paying close attention to details, sets me apart in the For disclosure, visit invesco.com/socialmedia. Invesco Distributors, Inc.
Experience
Regional Advisor Consultant (Internal Wholesaler)
Oct 2006 — Present
Education
University of Wisconsin-Milwaukee
Master of Business Administration (MBA)
Marquette University
Bachelor of Science (BS)
Skills
- Series 63
- Asset Management
- Retirement
- 401(K) Retirement Savings Plans
- 401k
- Retirement Planning
- Asset Managment
- Investment Strategies
- Separately Managed Accounts
- Securities
- Fixed Annuities
- Qualified Retirement Plans
- Mutual Funds
- Asset Allocation
- Alternative Investments
- Wealth Management
- Investments
- Series 7
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