Bill Skinner Email & Phone Number
Wealth Manager @ ALTA WEALTH ADVISORS
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Bill Skinner Location
- Boston, MA, US
Bill Skinner Work
- Wealth Manager @ (January 2026 - Present)
- Financial Advisor at Osaic Institutions @ Osaic (October 2023 - January 2026)
- Financial Advisor @ (December 2021 - October 2023)
- Managing Director @ (October 2018 - December 2021)
- Vice President of Sales @ Resource Real Estate (January 2017 - December 2017)
- Regional Vice President @ (June 2014 - December 2016)
- Advisory Services Group - Internal Specialist - Northeast Region @ (February 2012 - June 2014)
- Internal Wholesaler - Northern California Bank and Independent Channel @ (November 2007 - February 2012)
- Financial Advisor @ (January 2005 - January 2007)
- Intern @ London Business Angels (January 2004 - January 2004)
Bill Skinner Education
- Bentley University
Bachelor of Science (B.S.) (Finance)
2001-2005 - Huron University, UK
Bill Skinner Skills
- Mutual Funds
- Financial Services
- Series 63
- Alternative Investments
- Series 7
- Series 6
- Finance
- Investment Strategies
- Series 65
- Asset Allocation
- Securities
- Fixed Income
- Separately Managed Accounts
- Capital
Bill Skinner Summary
- Bill Skinner, based in Boston, MA, US, is currently a Wealth Manager at Alta Wealth Advisors. Bill Skinner brings experience from previous roles at Osaic, Infinex Financial Group, Destra Capital and Resource Real Estate. Bill Skinner holds a 2001 - 2005 Bachelor of Science (B.S.) in Finance @ Bentley University. With a robust skill set that includes Mutual Funds, Financial Services, Series 63, Alternative Investments, Series 7 and more. Bill Skinner has 1 mobile phone numbers on RocketReach.
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