Bill Pollak Email & Phone Number
Founder and Managing Principal @ Itineris Financial Advisors LLC
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Bill Pollak Location
- California, United States
Bill Pollak Work
- 2011 -now Founder and Managing Principal @
- 2009 -2011 Financial Advisor @
- 2007 -2009 Financial Paraplanner @ Ginsburg Financial Advisors
- 2004 -2007 Managing Director @ Pollak Consutling Associates
- 2003 -2004 Vice President, Sales @
- 2001 -2003 Executive Vice President, Worldwide Field Operations @ Tumbleweed Communications
- 1999 -2001 Vice President, Sales and Field Operations @
- 1989 -1999 Vice President and General Manager @
- 1985 -1989 Director, U.S. Sales @ Radford Associates/AON Inc.
Bill Pollak Education
- University of California, Berkeley
Professional Certificate (Personal Financial Planning)
- University of California, Davis
Bill Pollak Skills
- Investments
- Portfolio Management
- Retirement Planning
- Financial Planning
- Personal Finance
- Public Speaking
- Entrepreneurship
- Career Counseling
- Coaching
- Counseling
- Start-ups
- Startups
- Leadership
- Marketing Strategy
- Microsoft Excel
- Management
- Start Ups
- Strategic Partnerships
Bill Pollak Summary
- Bill Pollak, based in California, United States, is currently a Founder and Managing Principal at Itineris Financial Advisors LLC. Bill Pollak brings experience from previous roles at Morgan Stanley, Ginsburg Financial Advisors, Pollak Consutling Associates and Model N. Bill Pollak holds a Professional Certificate in Personal Financial Planning @ University of California, Berkeley. With a robust skill set that includes Investments, Portfolio Management, Retirement Planning, Financial Planning, Personal Finance and more. Bill Pollak has 1 emails on RocketReach.
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Top Itineris Financial Advisors LLC Employees
Bill Pollak
Founder and Managing Principal
California, United States
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