Bill Sappington Email & Phone Number
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Bill Sappington Location
- New York, NY, US
Bill Sappington Work
- Principal @ Wellspring SBL LLC (January 2025 - Present)
- Executive Vice President - Head of Banking and Lending Solutions @ (January 2022 - January 2024)
- Founder @ Project Wellspring (January 2020 - January 2022)
- Executive Vice President - Head of Wealth Management and Private Banking (City National Bank) @ (January 2018 - January 2019)
- Executive Vice President - Head of Private Banking Wealth Management @ (January 2007 - January 2018)
- Senior Managing Director - Head of Credit and Lending Private Client Services @ (January 2006 - January 2007)
- First Vice President - Head of Global Securities-Based Lending @ (January 2000 - January 2006)
- First Vice President - National Sales Director, Business Financial Services @ (January 1997 - January 2000)
- Regional Director - Business Financial Services @ (January 1987 - January 1997)
Bill Sappington Education
- The Wharton School
(Merrill Lynch Executive Leadership Program)
- University of California, Berkeley, Haas School of Business
Bachelor of Science - BS (Business Administration and Finance)
Bill Sappington Skills
- Series 7
- Series 24
- Wealth Management
- Private Banking
- Asset Managment
- Bloomberg
- Bonds
- Credit
- Derivatives
- Financial Services
- Investment Management
- Retirement Planning
- Risk Management
- Series 65
- Strategic Financial Planning
- Structured Products
- Uniform Combined State Law
- Wealth Management Services
- Change Management
- Banking
- Business Development
- Strategy
- Marketing
- Strategic Planning
- Financial Planning
- Portfolio Management
- Investments
- Asset Management
- Trading
Bill Sappington Summary
- Bill Sappington, based in New York, NY, US, is currently a Principal at Wellspring SBL LLC. Bill Sappington brings experience from previous roles at LPL Financial, Project Wellspring, RBC and BNY Mellon. Bill Sappington holds a The Wharton School. With a robust skill set that includes Series 7, Series 24, Wealth Management, Private Banking, Asset Managment and more. Bill Sappington has 1 emails and 5 mobile phone numbers on RocketReach.
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