Bill Ugalde
VP IA Platform Management & Development at Osaic
- Role
- VP Ia Platform Management & Development at Osaic
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Bill Ugalde
Results-driven professional with 20 years of experience in multiple facets of the financial industry. Highly skilled at managing daily operations of Investment Sales while promoting platforms through training, marketing materials, and call campaigns. Proven record of consistently meeting and exceeding sales goals and effectively contributing to technology and product launches. Select areas of expertise, Wealth Management, Sales & Marketing Strategies, Financial Services, Investment Advisory, Client Relationship Management, Retirement Planning, Asset Management, Team Training & Development, Alternative Investments, Sales Reporting & Analysis, Technology & Product Launches, Project Management, Salesforce, Independent Broker Dealers, Business Consulting, Practice Management, Advisor Facing.
Experience
VP Ia Platform Management & Development
Apr 2018 — Present · Phoenix, AZ, US
Education
University of Phoenix
Bachelor of Business Administration (BBA)
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