William Morrissey

About William Morrissey

Results-driven Financial Services Executive and Transformation Leader with expertise in launching, growing and managing businesses. Brings deep experience in structuring and overseeing P & Ls, achieving exceptional financial and operational results, developing new business platforms and crisis management. Trusted member of executive management and Boards, valued for strategic insight, decisive leadership and competency in creating frameworks that ensure businesses succeed. Collaborative, creative problem-solver respected for ability to drive measurable returns on investment; develop, launch and achieve goals on time and at or below budget; build consensus; and negotiate contracts. Effective recruiter, builder and leader of strong teams, placing the right people in the right positions and empowering them to grow and succeed. Skilled communicator and public speaker, able to clearly explain complex strategies, plans and goals to a wide variety of constituents; sought-after commentator to industry press outlets on thought leadership and industry trends.

Experience

1. Managing Director and Head of the Independent Channel

   Atria Wealth Solutions

   Nov 2022 — Present · San Diego, CA, US

Education

• Boston College

  Bachelor of Science, Political Science

  1982 — 1986

Skills

• Insurance
• Series 24
• 401k
• Series 63
• Strategic Financial Planning
• Management Consulting
• Portfolio Management
• Asset Management
• Financial Advisory
• Uniform Combined State Law
• Equities
• Wealth Management
• Asset Allocation
• Mutual Funds
• Series 7
• Securities
• Investment Management
• Fixed Annuities
• Investment Advisory
• Financial Services
• Investment Strategies
• Alternative Investments
• Separately Managed Accounts
• Investments
• Retirement Planning
• Finra
• Mergers & Acquisitions