William Kindle
Business Leader | Financial Services | Sales and Relationship Management
- Role
- Senior Financial Advisor at Homestead Funds
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About William Kindle
Dynamic, results-driven sales and relationship professional with 20+ years of experience working with Brokers, RIA’s, Wealth Managers, Investment Managers, Family Offices and Bank Trusts. Expert in building, managing and growing loyal client relationships. Experienced consultant on investment process and management, business planning, strategy, structure, business development, technology, compliance and succession. Consistently promoted for achievements ability to exceed expectations.Specialties: Sales and Relationship Management * Marketing * Business Development * Technology * Practice Management * Compliance * Project Management
Experience
Senior Financial Advisor
May 2022 — Present · Boston, MA, US
Education
Boston University
Certificate, Financial Planning
Xavier University
Business Administration - Finance
1986 — 1988
Hillsdale College
Bachelor of Arts, Business Administration – Finance
1988 — 1990
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