Bill Morrill Location
- Boston, MA, US
Bill Morrill Work
- 2022 -now Independent Consultant @ Self-employed
- now
- 2022 -now Director of Finance and Operations @
- 2016 -2021 Director, Finance and Technology and Product @
- 2014 -2015 Chief Financial Officer - Marketing @
- 2013 -2014 Entrepreneur and Founder @ Insights Into Actions
- 2011 -2012 Senior Vice President - Product and Segment @
- 2005 -2009 Senior Vice President and Strategic Marketing Executive - Segment Marketing @
- 2001 -2005 Fidelity Retail Planning and Guidance Group, Fidelity Account Services @
Bill Morrill Education
- Cornell Johnson Graduate School of Management
Master of Business Administration (Marketing, Finance and Marketing, Finance)
1989-1991 - College of the Holy Cross
Bachelor of Arts (Biology)
1981-1985
Bill Morrill Skills
- Analysis
- Data Analysis
- Financial Planning
- Investments
- Finance
- Wealth Management
- Retirement Planning
- Management
- Relationship Management
- Customer Analysis
- Banking
- Sales
- Customer Retention
- Series 7
- Customer Experience
- Product Management
- Product Development
- CRM
- Series 63
- Strategic Planning
- Cross Functional Team Leadership
- Business Strategy
- Portfolio Management
- Series 65
- Marketing Strategy
- Insurance
- Executive Management
- Support
- Competitive Analysis
- Customer Acquisition
- Sales Process
- Underwriting
- Series 24
- Financial Analysis
- Financial Services
- Strategic Financial Planning
- Program Management
- Analytics
- Marketing
- Strategy
- Mutual Funds
- Risk Management
- Leadership
- Business Intelligence
- Segmentation
- Training
Bill Morrill Summary
- Bill Morrill, based in Boston, MA, US, is currently a Independent Consultant at Self-employed. Bill Morrill brings experience from previous roles at Scrum Alliance, Transdev North America, Fidelity Investments and Tiaa-Cref. Bill Morrill holds a 1989 - 1991 Master of Business Administration in Marketing, Finance and Marketing, Finance @ Cornell Johnson Graduate School of Management. With a robust skill set that includes Analysis, Data Analysis, Financial Planning, Investments, Finance and more. Bill Morrill has 1 emails on RocketReach.
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