Billy Oliverio
- Role
- Executive Vice President - Chief Marketing Officer at United Planners Financial Services
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Experience
Executive Vice President - Chief Marketing Officer
United Planners Financial Services
Jan 2010 — Present
As part of the Executive Management Team, responsibilities include but are not limited to the vision, strategy & business planning for the Firm, while also overseeing the following business units: 1.) Alternative Investments 2.) Annuities & Insurance Services 3.) Events & Corporate Communications 4.) Investment Advisory Services 5.) Practice Management & Consulting Services 6.) Retirement Plan Services 7.) Supervision (first line supervision for producing advisors)…
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