Bill Cannon Email & Phone Number
Director of Retirement Plan Consulting @ Wealth Enhancement Group
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Bill Cannon Location
- Washington, DC, US
Bill Cannon Work
- Director of Retirement Plan Consulting @ (July 2019 - Present)
- Director of Retirement Plan Services @ Planning Solutions Group LLC (June 2018 - July 2019)
- Director of Retirement Plan Services @ (April 2014 - June 2018)
- Client Relationship Manager @ (April 2007 - April 2014)
- Senior Consultant @ (November 2002 - April 2007)
Bill Cannon Education
- University of Maryland
Bachelor of Science (B.Sc.) (Consumer Economics & Finance)
1986-1990
Bill Cannon Skills
- New Business Opportunities
- Voice of the Customer
- Creative Problem Solving
- Communication
- Account Management
- Sales Presentations
- Salesforce.com
- Teamwork
- Presentation Skills
- 401k
- 403b
- Retirement Plan Consulting
- Cash Balance
- Defined Benefit
- Employee Benefits
- Retirement
- Relationship Management
- Defined Contribution
- Fiduciary Services
- Investment Advisory
- Investment Management
- Pensions
- 457 Plans
- Investments
- 401(k) Retirement Savings Plans
- 3(38) Investment Management
- Benchmarking
- Due Diligence
- Request for Proposal (RFP)
- Solid Professional Standards
- Timelines
- Vendor Relations
- 338 Investment Management
- Customer Service
- Fiduciary Expert
- 401k Retirement Savings Plans
- Team Building
- Project Management
- Microsoft Excel
- Credit
- Leadership
- Strategic Planning
- Banking
- Program Management
- 401 Retirement Savings Plans
Bill Cannon Summary
- Bill Cannon, based in Washington, DC, US, is currently a Director of Retirement Plan Consulting at Wealth Enhancement Group. Bill Cannon brings experience from previous roles at Planning Solutions Group LLC, Glass Jacobson Financial Group, Transamerica Retirement Solutions and Mutual of America. Bill Cannon holds a 1986 - 1990 Bachelor of Science (B.Sc.) in Consumer Economics & Finance @ University of Maryland. With a robust skill set that includes New Business Opportunities, Voice of the Customer, Creative Problem Solving, Communication, Account Management and more. Bill Cannon has 2 emails on RocketReach.
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