Bill Sherry Email & Phone Number
Market Leader @ Fidelity Investments
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Bill Sherry Location
- Chicago, IL, US
Bill Sherry Work
- 2021 -now Market Leader @
- 2016 -2021 VP, Branch Office Manager @
- 2014 -2016 Assistant Manager @
- 2011 -2014 VP, Senior Account Executive @
- 2008 -2011 Account Executive @
- 2007 -2008 Investment Representative @
- 2006 -2007 Proactive Outbound @
- 2005 -2006 Fixed Income Specialist @
Bill Sherry Education
- University of New Hampshire - Whittemore School of Business and Economics
Bachelor's degree (Business Administration and Management, General)
2000-2004
Bill Sherry Skills
- Series 63
- Insurance
- Investments
- Wealth Management
- Strategic Financial Planning
- Investment Strategies
- Series 7
- Financial Planning
- Retirement Planning
- 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 @ University of New Hampshire - Whittemore School of Business and Economics. With a robust skill set that includes Series 63, Insurance, Investments, Wealth Management, Strategic Financial Planning and more. Bill Sherry has 2 emails and 1 mobile phone numbers on RocketReach.
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