2007 -2009 National Accounts Retirement Sales Consultant @
1993 -2007 401(k) Relationship Manager @
Bill Doherty Education
Saint Joseph's University
Master of Business Administration (MBA)
West Chester University of Pennsylvania
Bachelor of Science (B.S.) (Marketing)
Bill Doherty Skills
Securities License
FINRA
Series 6
Series 63
Series 26
Accredited Investment Fiduciary (AIF)
Pennsylvania Insurance License - Life & Annuities
SPARK - Accredited Retirement Plan Consultant
ASPPA - RFP 1 & 2
Product Marketing
Relationship Management
Financial Services
Strategy
Sales
Employee Benefits
Leadership
Spark
Asppa
Pennsylvania Insurance License
Microsoft Excel
Accredited Investment Fiduciary Aif
Rfp 1 and 2
Life and Annuities
Portfolio Management
Institutional
Customer Service
Analysts
Accredited Retirement Plan Consultant
Accredited Investment Fiduciary
Bill Doherty Summary
Bill Doherty, based in Phoenixville, PA, US, is currently a Assistant Vice President, Retirement Plans at St. Luke's University Health Network. Bill Doherty brings experience from previous roles at ADP Retirement Services. Bill Doherty holds a Master of Business Administration in MBA @ Saint Joseph's University. With a robust skill set that includes Securities License, FINRA, Series 6, Series 63, Series 26 and more. Bill Doherty has 1 mobile phone numbers on RocketReach.
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