Sr. Relationship Consultant at Osaic @ Osaic (May 2024 - June 2025)
Sr. Relationship Consultant @ (July 2022 - May 2024)
Sr Advisory Consultant @ (January 2015 - July 2022)
Sales and Business Development Associate @ (December 2013 - December 2014)
Investment Services Representative @ (October 2012 - December 2013)
Investment Services Administrator @ (September 2011 - October 2012)
Territory Sales Representative @ (April 2011 - August 2011)
Assistant Men's Varsity Ice Hockey Coach @ (September 2010 - April 2011)
Bill MacDougall Education
Plymouth State University
Bachelor of Science (Major: Business Administration Minor: Professional Communications)
2007-2010
Bill MacDougall Skills
Cold Calling
Sales
Microsoft Office
Customer Service
PowerPoint
Microsoft Excel
Social Media
Public Speaking
Marketing
Direct Sales
Social Networking
Account Management
Microsoft Word
Social Media Marketing
Sales Process
Time Management
Facebook
Lead Generation
Coaching
Investments
Securities
Series 6
Series 63
Series 7
Variable Annuities
Mutual Funds
Sales Presentations
Fixed Annuities
Retirement
Leadership
Business Development
Sales Operations
Management
Financial Advisory
Bill MacDougall Summary
Bill MacDougall, based in Concord, NH, US, is currently a VP Advisor Engagement at Osaic. Bill MacDougall brings experience from previous roles at Osaic, Lincoln Financial Network and Lincoln Financial Securities. Bill MacDougall holds a 2007 - 2010 Bachelor of Science in Major: Business Administration Minor: Professional Communications @ Plymouth State University. With a robust skill set that includes Cold Calling, Sales, Microsoft Office, Customer Service, PowerPoint and more. Bill MacDougall has 2 emails and 1 mobile phone numbers on RocketReach.
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