Vice President, Participant Education, Strategy, and Advice @ (September 2018 - November 2020)
Vice President, Institutional Relationship Management and Investment Products @ (October 2015 - September 2018)
Senior Director, Institutional Relationship Management and Product Marketing @ (April 2009 - October 2015)
National Accounts Retirement Sales Consultant @ (October 2007 - April 2009)
401(k) Relationship Manager @ (October 1993 - November 2007)
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 2 mobile phone numbers on RocketReach.
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