William Boardman
- Role
- Senior Financial Representative at Principal Financial Network Of The Northeast
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
About William Boardman
As a Certified Financial Planner™ and a Vice President at Goldman Sachs Ayco…
Experience
Senior Financial Representative
Principal Financial Network Of The Northeast
Mar 2026 — Present · Latham, NY, US
Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc, Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Chip Boardman, CFP®, MBA, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor, and a member of the Principal® Financial Network. 52••••••••26Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization\'s initial and ongoing certification requirements to use the certification marks.© 2026 Principal Financial Services, Inc. Principal®, Principal Financial Group®, Principal Asset Management℠, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services, Inc, a Principal Financial Group company, in various countries around the world and may only be used with the permission of Principal Financial Services, Inc.
Skills
- Finance
- Audio Engineering
- Microsoft Office
- Social Networking
- Team Leadership
- Marketing
- Microsoft Excel
- Social Media
- Communication
- Powerpoint
- Social Media Marketing
- Organization
- Research
- Website Development
- Teamwork
- Leadership
- Customer Service
- Financial Analysis
- Sound Design
- Marketing Strategy
- Management
- Digital Marketing
- Event Management
- Logic Pro
- Sales
- Advertising
- Networking
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