Bill Bancroft Email & Phone Number
Co-Founder and Chief Executive Officer @ Impact Capital, LLC
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Bill Bancroft Location
- Rockville, MD, US
Bill Bancroft Work
- 2018 -now Co-Founder and Chief Executive Officer @
- 2016 -2018 Executive Director @ True Fiduciary
- 2015 -2016 Chief Operating Officer @ Convergent Wealth Advisors
- 2009 -2014 Executive Director @ Independence by Convergent, a Division of Convergent Wealth Advisors
- 2000 -2008 Financial Advisor @ Convergent Wealth Advisors
- 1994 -2002 Trader and Researcher @ Colkitt Associates
Bill Bancroft Education
- Penn State University
Bachelor of Science (BS) (Finance)
1990-1994
Bill Bancroft Skills
- Asset Allocation
- Hedge Funds
- Alternative Investments
- Wealth Management
- Investment Advisory
- Portfolio Management
- Investments
- Mutual Funds
- Wealth Management Services
- Asset Managment
- Strategic Financial Planning
- Financial Advisory
- Independent Financial Advice
- High Net Worth Individuals
- Asset Management
- Investment Management
- Financial Planning
- Finance
- Investment Strategies
- Sales
- Business Development
- Microsoft Office
- Microsoft Excel
- Customer Service
- Research
- High Net Worth
- Strategic Financial
- Financial Analysis
- Independent Financial
- Strategic Planning
Bill Bancroft Summary
- Bill Bancroft, based in Rockville, MD, US, is currently a Co-Founder and Chief Executive Officer at Impact Capital, LLC. Bill Bancroft brings experience from previous roles at True Fiduciary, Convergent Wealth Advisors and Independence by Convergent, a Division of Convergent Wealth Advisors. Bill Bancroft holds a 1990 - 1994 Bachelor of Science (BS) in Finance @ Penn State University. With a robust skill set that includes Asset Allocation, Hedge Funds, Alternative Investments, Wealth Management, Investment Advisory and more. Bill Bancroft has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Impact Capital, LLC Employees
Dawn Page
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Washington, DC, US
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