Regional Sales Executive
Bill is a Sales Executive with 2nd Vote Advisors. His proud history starts in the early 90’s, where he earned the rank of Specialist in the United States Army. Bill was a Combat Engineer with the 299th Engineer Battalion in the 4th Infantry Division. His military service experience provided the foundation for a decorated career as a leader in the Financial Services industry. For more than 25 years, Bill has led teams that focused on serving investors. Bill’s most recent position was serving as the National Sales Manager for one of the largest global asset management firms. Bill led a team of specialized institutional professionals that delivered portfolio solutions to financial advisors and retail investors. Bill also led the firms speaker bureau and delivered hundreds of presentations that assisted both financial advisors and the clients they serve. Throughout his career, Bill has worked directly with Registered Investment Advisors, Independent/Wirehouse Financial Advisors and Institutions, always keeping a keen focus on the end client needs and goals.
He attended Barnes Business College in Denver. Throughout his career Bill has also received Executive Education at Yale School of Management, Duke University, Thayer Leader Development Group, UC Berkeley Haas School of Business, and Massachusetts Institute of Technology Sloan School of Management.
Bill a native of Monticello New York now resides in Westminster Colorado with his wife of 20+ years and his three wonderful boys. In his spare time, he enjoys everything outdoors especially with his family and friends at the Lake.