Bill Meerman Email & Phone Number
Institutional Investment Consultant @ Highland Consulting Associates, Inc.
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Bill Meerman Location
- Columbus, OH, US
Bill Meerman Work
- 2025 -now Institutional Investment Consultant @
- 2019 -2024 Director Institutional Services @
- 2011 -2017 Retirement Plan Consultant, Major and National Accounts @
- 2006 -2010 Vice President, Retirement Plan Consultant @
- 1998 -2003 Managing Director, National Sales Manager (Advisor Channel) @
Bill Meerman Education
- Xavier University - Williams College of Business
Executive Master of Business Administration - EMBA (Finance and Management)
- Youngstown State University
Bachelor of Science in Business Administration (Marketing and Management)
- The Ohio State University
Undergraduate Coursework (Transferred) (Business Administration and Management, General)
Bill Meerman Skills
- Employee Education
- Strategic Communications
- Sales Management
- Significance
- Entrepreneurship
- Project Management
- Business Relationship Management
- Public Speaking
- Client Development
- C Level Presentations
- Collaboration
- Judgment
- Defined Contribution
- Activator
- Pensions
- Strategic Planning
- Faithful
- Ethical Decision Making
- Financial Analysis
- Arranging
- Fiduciary Services
- Direct Sales
- Client Presentation
- Retirement Services
- ERISA
- 401k
- Communication
- Strategic Leadership
- 401k Retirement Savings Plans
- Retirement Plans
- Retirement Plan Consulting
- Asset Management
- Tactical Planning
- Empathy
- Community Building
- Loyal
- Financial Markets
- Critical Thinking
- Investments
- Marketing Communications
- Helping Clients Succeed
- Mutual Funds
- Intuity
- Wholesaling
- Retirement
- Retirement Plan Design
- Money Management
- Sales
- Investment Management
- Business Development
- Marketing
- Building Strong Business Relationships
- Consultative Approach
- Sales Execution
- Financial Advisory
- Retirement Planning
- Management
- Leadership
- Strategy Execution
- Professional Responsibility
- Servant Leadership
- Banking
Bill Meerman Summary
- Bill Meerman, based in Columbus, OH, US, is currently a Institutional Investment Consultant at Highland Consulting Associates, Inc.. Bill Meerman brings experience from previous roles at Hamilton Capital, ADP, OppenheimerFunds and KeyBank. Bill Meerman holds a Executive Master of Business Administration - EMBA in Finance and Management @ Xavier University - Williams College of Business. With a robust skill set that includes Employee Education, Strategic Communications, Sales Management, Significance, Entrepreneurship and more. Bill Meerman has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Highland Consulting Associates, Inc. Employees
John Rusnaczyk
Performance Analyst
Independence, OH, US
Richard Swanner
Consultant
Dublin, OH, US
Bill Meerman
Institutional Investment Consultant
Columbus, OH, US
Beth Gettig
Controller and Administrator Lead
Chagrin Falls, OH, US
Kevin Mahon
Consultant
Westlake, OH, US
Randy Fairfax
Consultant
Westlake, OH, US
Michael Grater
Institutional Investment Consulting and Research
Cleveland, OH, US
William Moench
Research Analyst
Cleveland, OH, US
Mark Baker
Research Associate
Cleveland, OH, US
Diego Shaw
Associate Consultant
Cleveland, OH, US
Kyle McNamara
Consultant
Cleveland, OH, US
Jacqueline Werner
Business Development Associate
Westlake, OH, US
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