Bill Bockwoldt Email & Phone Number
Founder @ Vibato, LLC
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Bill Bockwoldt Location
- Petaluma, CA, US
Bill Bockwoldt Work
- Managing Director, Advisor @ (March 2025 - Present)
- Founder @ (January 2009 - Present)
- SVP, Advisor @ (January 2022 - March 2025)
- Principal and Financial Advisor (CFP®) @ Private Ocean Wealth Management (Acquired by Wealthspire Advisors) (December 2012 - December 2021)
- Director - Software Solutions @ (August 2004 - January 2009)
- Program Manager @ (January 2000 - January 2004)
- Regional Marketing Manager @ (January 1996 - January 2000)
Bill Bockwoldt Education
- San Francisco State University 2011-2012
- University of California - Haas School of Business 1998-2000
- Golden Gate University 1996-1997
- DeVRY Institute of Technology 1985-1988
Bill Bockwoldt Skills
- Leadership
- Product Marketing
- Marketing Management
- Estate Planning
- Buy And Hold Investing
- Planning
- Strategic Partnerships
- Public Speaking
- Executive Management
- Business
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Start Ups
- Financial Modeling
- Business Development
- Telecommunications
- Investments
- Competitive Analysis
- Finance
- Integrated Marketing
- Landlording
- Strategic Planning
- Real Estate Investment
- Strategy
- Wealth Management
- Management Consulting
- Business Planning
- Strategic Financial Planning
- Budgeting
- Entrepreneurship
- Program Management
- Marketing
- Cross Functional Team Leadership
- Product Management
- Enterprise Software
- Financial Analysis
- Personal Financial Planning
- Budgets
- SaaS
- Management
- Small Business
- Business Strategy
- Project Management
- Product Development
- Marketing Strategy
- Corporate Development
- Venture Capital
- Mergers and Acquisitions
- Integration
Bill Bockwoldt Summary
- Bill Bockwoldt, based in Petaluma, CA, US, is currently a Founder at Vibato, LLC. Bill Bockwoldt brings experience from previous roles at Wealthspire Advisors, Private Ocean Wealth Management (Acquired by Wealthspire Advisors) and UPEK, Inc.. Bill Bockwoldt holds a 2011 - 2012 San Francisco State University. With a robust skill set that includes Leadership, Product Marketing, Marketing Management, Estate Planning, Buy And Hold Investing and more. Bill Bockwoldt has 2 emails and 2 mobile phone numbers on RocketReach.
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