Bill Kavanaugh Email & Phone Number
Chief Operating Officer @ Wespath Benefits and Investments
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Bill Kavanaugh Location
- Glenview, IL, US
Bill Kavanaugh Work
- 2016 -now Chief Operating Officer @
- 2012 -2016 Senior Vice President, Life and Retirement; President and CEO, Allstate Financial Services, LLC @
- 2012 -2012 Vice President, New Business Development @
- 2006 -2012 Senior Vice President, Distribution Management @
- 2002 -2006 Vice President, Marketing and Professional Development @
- 2001 -2002 Regional Brokerage Director @
- 1999 -2001 Sales Manager @
- 1993 -1999 Financial Advisor @ Business Planning Conepts, Inc.
Bill Kavanaugh Education
- The American College of Financial Services
Masters in Financial Services (MSFS) (Financial Services)
2003-2007 - The American College
Chartered Financial Consultant (ChFC)
1999 - University of North Florida
Bachelors of Business Administration (Finance)
1994-1997 - The American College
Chartered Life Underwriter (CLU)
- Certified Financial Planning Board of Standards
Certified Financial Planner (CFP)
Bill Kavanaugh Skills
- Strategy
- Life Insurance
- Fixed Annuities
- Insurance
- Series 6
- Series 63
- Series 7
- Financial Services
- Variable Annuities
- Series 24
- Mutual Funds
- Leadership
- CRM
- 401k
- Sales Management
- Retirement Planning
- Financial Advisory
- Executive Management
- Retirement
- Certified Financial Planner
- Series 65
- Annuities
- Distribution Strategies
- CLU
- ChFC
- Broker-Dealer
- AEP
- MSFS
- Long-term Care
- Term Life Insurance
- Disability Insurance
- Financial Planning
- Investments
- Strategic Planning
- Management
- Human Resources
- Customer Service
- Public Speaking
- Operations Management
- P & L Oversight
- Health Insurance
- Non-profit Leadership
- Finra
- Team Building
- Social Media
- Marketing
- Agents
- Long Term Care
- Broker Dealer
- Marketing Strategy
- Non Profit Leadership
- P and L Oversight
Bill Kavanaugh Summary
- Bill Kavanaugh, based in Glenview, IL, US, is currently a Chief Operating Officer at Wespath. Bill Kavanaugh brings experience from previous roles at Allstate and Securian Financial Group. Bill Kavanaugh holds a 2003 - 2007 Masters in Financial Services (MSFS) in Financial Services @ The American College of Financial Services. With a robust skill set that includes Strategy, Life Insurance, Fixed Annuities, Insurance, Series 6 and more. Bill Kavanaugh has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Wespath Benefits and Investments Employees
Jennifer Seuring
Chief Financial Officer
Chicago, IL, US
Bill Kavanaugh
Chief Operating Officer
Glenview, IL, US
Frank Holsteen
Managing Director, Investment Management
Chicago, IL, US
Lucas Schoeppner
Director, Sustainable Investment Strategies
Chicago, IL, US
Sheila Henretta
Chief Legal Officer and Corporate Secretary
Chicago, IL, US
Christina Tincher
Managing Director, Communications
Chicago, IL, US
Debbie Kretchmar
Managing Director, Internal Audit and Compliance
Glenview, IL, US
Necia Dexter
Board Director, Chair of Audit Committee
Plano, TX, US
Roy Barnes
Managing Director-Accounting and Controller
Chicago, IL, US
Grace Fazio
Director, Benefits Strategy and Education
Glenview, IL, US
Sarah Krause
Associate General Counsel
Chicago, IL, US
Johara Farhadieh
Chief Investment Officer
Chicago, IL, US
Kelly Koch
Associate General Counsel
Chicago, IL, US
Nicole Durham
Managing Director, Head of Human Resources
Chicago, IL, US
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