Bill Cass Email & Phone Number
Director of Wealth Planning @ Franklin Templeton
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Bill Cass Location
- Boston, MA, US
Bill Cass Work
- Director of Wealth Planning @ (January 2024 - Present)
- Director of Wealth Management Programs @ (January 2008 - December 2023)
- Senior Vice President, Retirement Products Marketing @ (January 2002 - January 2008)
- Vice President, Corporate Marketing @ (January 2000 - January 2002)
- AVP, Sales Manager of Putnam Fund Associates @ (January 1998 - January 2000)
- Manager, Putnam Investor Services @ (January 1993 - January 1998)
- Client Service Specialist @ (January 1990 - January 1993)
Bill Cass Education
- Tufts University
Bachelor of Arts (B.A.) (Economics, Political Science)
1985-1989
Bill Cass Skills
- Series 7
- Series 63
- Mutual Funds
- Series 6
- Asset Allocation
- 529 Plans
- 401k
- Retirement
- Investments
- Strategic Financial Planning
- Wealth Management
- Sales
- Microsoft Word
- Business Development
- Financial Analysis
Bill Cass Summary
- Bill Cass, based in Boston, MA, US, is currently a Director of Wealth Planning at Franklin Templeton. Bill Cass brings experience from previous roles at Putnam Investments. Bill Cass holds a 1985 - 1989 Bachelor of Arts (B.A.) in Economics, Political Science @ Tufts University. With a robust skill set that includes Series 7, Series 63, Mutual Funds, Series 6, Asset Allocation and more. Bill Cass has 2 emails and 2 mobile phone numbers on RocketReach.
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