Bill Pollak Email & Phone Number
Founder and Managing Principal @ Itineris Financial Advisors LLC
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
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
BA (Controller, Associated Students of the University of California Davis (ASUCD) Managing Editor, The California Aggie)
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 and 1 mobile phone numbers on RocketReach.
Looking for a different Bill Pollak?
Find contact details for 700 million professionals.
Others Named Bill Pollak
William Pollak
Senior Technology Category Manager
Temple, TX, US
William Pollak
Senior Vice President and Director Power
Longboat Key, FL, US
Bill Pollak
Founder and Managing Principal
California, United States
Bill Pollak
Of Counsel
New York, NY, US
Bill Pollak
vice president sales
Glendale, AZ, US
Top Itineris Financial Advisors LLC Employees
Bill Pollak
Founder and Managing Principal
California, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co