2018 -
now Co-Founder New Direction Trust Company @
2003 -
now CEO and Co-Founder @
2002 -
now Principal and CPA @
1985 -
2009 Certified Public Accountant @ William W. Humphrey, CPA
Bill Humphrey Education
University of Colorado Boulder 1988
-
1990
UNC Kenan-Flagler Business School 1982
-
1983
NICAMB
Bill Humphrey Skills
Retirement
Financial Planners
Investments
Investors
Real Estate
IRAs
Retirement Planning
Tax
Securities
401k
Project Planning
Tax Preparation
Loans
Access
Mortgage Lending
Funding
Options
Employee Benefits
Accounting
Personal Finance
Analysis
Small Business
Investment Properties
Property
Finance
CPA
Health Savings Accounts
Income Tax
Financial Analysis
Tax Returns
Leadership
Due Diligence
IRS
Business Planning
Portfolio Management
Strategic Financial Planning
Entrepreneurship
Financial Planning
Sales
Real Estate Transactions
Strategic Financial
Public Speaking
Sellers
Bill Humphrey Summary
Bill Humphrey, based in Louisville, CO, US, is currently a Co-Founder New Direction Trust Company at New Direction Trust Company. Bill Humphrey brings experience from previous roles at New Direction Trust Company, IRA Tax Services and William W. Humphrey, CPA. Bill Humphrey holds a 1988 - 1990 University of Colorado Boulder. With a robust skill set that includes Retirement, Financial Planners, Investments, Investors, Real Estate and more. Bill Humphrey has 3 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.