Bill Sappington Email & Phone Number
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Bill Sappington Location
- New York, NY, US
Bill Sappington Work
- 2025 -now Principal @ Wellspring SBL LLC
- 2022 -2024 Executive Vice President - Head of Banking and Lending Solutions @
- 2020 -2022 Founder @ Project Wellspring
- 2018 -2019 Executive Vice President - Head of Wealth Management and Private Banking (City National Bank) @
- 2007 -2018 Executive Vice President - Head of Private Banking Wealth Management @
- 2006 -2007 Senior Managing Director - Head of Credit and Lending Private Client Services @
- 2000 -2006 First Vice President - Head of Global Securities-Based Lending @
- 1997 -2000 First Vice President - National Sales Director, Business Financial Services @
- 1987 -1997 Regional Director - Business Financial Services @
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 2 emails and 5 mobile phone numbers on RocketReach.
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