Bill Bruns Email & Phone Number
Partner | CFO and CCO @ Berman McAleer, LLC
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Bill Bruns Location
- Towson, MD, US
Bill Bruns Work
- Partner | CFO and CCO @ (April 2025 - Present)
- Partner @ (January 2021 - Present)
- Partner | CFO and CIO @ (October 2023 - July 2025)
- Chief Operating Officer @ (February 2020 - October 2023)
- Principal @ WFB Consulting (August 2019 - Present)
- COO @ Planning Solutions Group LLC (February 2007 - August 2019)
- Director of Operations and Client Services @ (January 1997 - January 2006)
Bill Bruns Education
- Towson University
BS (Business Administration and Management)
1988-1991 - Loyola Blakefield 1982-1986
Bill Bruns Skills
- Management
- Budgets
- Strategic Financial Planning
- Financial Analysis
- Strategic Planning
- Business Development
- Finance
- Project Planning
- Training
- Executive Management
- New Business Development
- Employee Benefits
- Human Resources
- Securities
- Wealth Management
- Risk Management
- Customer Service
- Team Building
- Leadership
- Insurance
- Mergers & Acquisitions
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Coaching
- Public Speaking
- Financial Services
- Strategy
- Investment Advisory
- Financial Planning
- Vendor Management
- Operations Management
- High Net Worth Individuals
- Business Administration
Bill Bruns Summary
- Bill Bruns, based in Towson, MD, US, is currently a Partner | CFO and CCO at Berman McAleer, LLC. Bill Bruns brings experience from previous roles at Berman McAleer, LLC and WFB Consulting. Bill Bruns holds a 1988 - 1991 BS in Business Administration and Management @ Towson University. With a robust skill set that includes Management, Budgets, Strategic Financial Planning, Financial Analysis, Strategic Planning and more. Bill Bruns has 2 emails and 1 mobile phone numbers on RocketReach.
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