Bill McCurdy Email & Phone Number
Senior Advisor @ Cornerstone Financial Services, LLC
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Bill McCurdy Location
- Detroit, MI, US
Bill McCurdy Work
- 2025 -now Senior Advisor @
- 2018 -2025 Vice President - Portfolio Manager and New Bussiness Development Officer @
- 2019 -2021 Board of Directors, Treasurer; Finance Committee Member; Development Committee Member @
- 2016 -2018 Wealth Management Advisor @
- 2012 -2018 Member Finance Committee; Member George Blaha High Hopes Golf Outing Committee; Advisor to the Board @
- 2011 -2016 Vice President - Financial Consultant @
- 2006 -2011 Financial Consultant @ LSG Financial
Bill McCurdy Education
- University of Dayton
Bachelor of Science in Business Administration (Economics)
1997-1999 - College for Financial Planning
Chartered Retirement Plan Specialist
Bill McCurdy Skills
- Business Development
- Retirement Planning
- Investments
- 401(k) Retirement Savings Plans
- Retirement Plan Consulting
- 401k
- 403 b
- Wealth Management
- Business Relationship Management
Bill McCurdy Summary
- Bill McCurdy, based in Detroit, MI, US, is currently a Senior Advisor at Cornerstone Financial Services, LLC. Bill McCurdy brings experience from previous roles at Bank of Ann Arbor, North Star Reach, TIAA and Vista Maria. Bill McCurdy holds a 1997 - 1999 Bachelor of Science in Business Administration in Economics @ University of Dayton. With a robust skill set that includes Business Development, Retirement Planning, Investments, 401(k) Retirement Savings Plans, Retirement Plan Consulting and more. Bill McCurdy has 2 emails and 1 mobile phone numbers on RocketReach.
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