Bill Washington
Senior Marketing Director at World Financial Group (WFG)
- Role
- Senior Marketing Director at World Financial Group (WFG)
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Bill Washington
After 30 years of working with the Big Wall Street “ Wire House” firms my team and myself…
Experience
Senior Marketing Director
Sep 2023 — Present · Red Bank, NJ, US
Education
University of Lynchburg
B.A.
Saint Peter's University
MBA /MIS Program
Skills
- Asset Allocation
- Mutual Funds
- Risk Management
- Portfolio Management
- Equities
- Hedge Funds
- Fixed Income
- Series 24
- Investment Advisory
- Trading
- Electronic Trading
- Recruitment/Retention
- Financial Management
- Asset Management
- Marketing Strategy
- Options
- Investments
- Securities
- Financial Reporting
- Financial Services
- Bonds
- Strategic Financial Planning
- Alternative Investments
- Bloomberg
- Published Author
- Wealth Management
- Managerial Finance
- Retirement Planning
- Finra
- Financial Planning
- Series 63
- Capital Markets
- Series 7
- Derivatives
- Trading Systems
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