Bill Sherry Email & Phone Number
Market Leader @ Fidelity Investments
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Bill Sherry Location
- Chicago, IL, US
Bill Sherry Work
- Market Leader @ (August 2021 - Present)
- VP, Branch Office Manager @ (March 2016 - August 2021)
- Assistant Manager @ (September 2014 - March 2016)
- VP, Senior Account Executive @ (March 2011 - August 2014)
- Account Executive @ (July 2008 - February 2011)
- Investment Representative @ (July 2007 - June 2008)
- Proactive Outbound @ (June 2006 - June 2007)
- Fixed Income Specialist @ (March 2005 - June 2006)
Bill Sherry Education
- UNH Peter T. Paul College of Business and Economics
Bachelor's degree (Business Administration and Management, General)
2000-2004
Bill Sherry Skills
- Financial Planning
- Insurance
- Investment Strategies
- Investments
- Retirement Planning
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth Management
- Microsoft Excel
- Management
- Financial Analysis
- Equities
- Derivatives
- Customer Service
- Microsoft Word
Bill Sherry Summary
- Bill Sherry, based in Chicago, IL, US, is currently a Market Leader at Fidelity Investments. Bill Sherry brings experience from previous roles at Fidelity Investments. Bill Sherry holds a 2000 - 2004 Bachelor's degree in Business Administration and Management, General @ UNH Peter T. Paul College of Business and Economics. With a robust skill set that includes Financial Planning, Insurance, Investment Strategies, Investments, Retirement Planning and more. Bill Sherry has 2 emails and 1 mobile phone numbers on RocketReach.
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