Bill Mahoney
Senior Vice President, New Business Manager at RT Investment Services
- Role
- Senior Vice President, New Business Manager Rt Investment Services at Rockland Trust
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About Bill Mahoney
CERTIFIED FINANCIAL PLANNER with broad experience in all aspects of financial planning for individuals, business owners and families. Focus on retirement, income and estate planning for high net worth individuals. Experience working with and advising non-profit boards managing endowment funds, establishing investment policy statements and evaluating money managers.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above). Insurance products are offered through LPL or its licensed affiliates. Rockland Trust Company and RT Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using RT Investment Services, and may also be employees of Rockland Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Rockland Trust Company or RT Investment Services. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency• Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Senior Vice President, New Business Manager Rt Investment Services
Jun 2023 — Present · Providence, RI, US
Education
University of Notre Dame
B.A.
1990 — 1994
Harvard Graduate School of Education
Ed.M
1996 — 1997
Skills
- Certified Financial Planner
- Investment Advisory
- Finance
- Fixed Income
- Investment Strategies
- Risk Management
- Relationship Management
- Equities
- Trust Services
- Business Development
- Finra
- Pensions
- 401k
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