Bill Skinner Email & Phone Number
Wealth Manager @ ALTA WEALTH ADVISORS
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Bill Skinner Location
- Boston, MA, US
Bill Skinner Work
- 2026 -now Wealth Manager @
- 2023 -2026 Financial Advisor at Osaic Institutions @ Osaic
- 2021 -2023 Financial Advisor @
- 2018 -2021 Managing Director @
- 2017 -2017 Vice President of Sales @ Resource Real Estate
- 2014 -2016 Regional Vice President @
- 2012 -2014 Advisory Services Group - Internal Specialist - Northeast Region @
- 2007 -2012 Internal Wholesaler - Northern California Bank and Independent Channel @
- 2005 -2007 Financial Advisor @
- 2004 -2004 Intern @ London Business Angels
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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Top ALTA WEALTH ADVISORS Employees
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Boston, MA, US
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