Bill Small Email & Phone Number
Principal / Co-Founder @ Highland Capital Advisors
5 free lookup(s).
Bill Small Location
- Issaquah, WA, US
Bill Small Work
- 2005 - now Principal / Co-Founder @
- now
- 2005 - now Principal and Co-Founder @
- 1998 - 2004 Director, Retirement Capital Strategies @
- 1988 - 1998 Managing Principal, Actuarial and Benefit Consulting @ Howard Johnson & Company
Bill Small Education
- Central Washington University
Bachelor Of Science (Mathematics, Computer Science)
1984 - 1988
Bill Small Skills
- ERISA
- Retirement Planning
- Pensions
- Alternative Investments
- Series 63
- Personal Finance
- Investments
- Employee Benefits
- Retirement Plan Consulting
- Defined Benefit
- Endowments
- Investment Advisory Services
- Mutual Funds
- 401k
- Retirement
- Asset Management
Bill Small Summary
- Bill Small, based in Issaquah, WA, US, is currently a Principal / Co-Founder at Highland Capital Advisors, LLC. Bill Small brings experience from previous roles at Investment Management Consultants Association, Highland Capital Advisors, Merrill Lynch and Howard Johnson & Company. Bill Small holds a 1984 - 1988 Bachelor Of Science in Mathematics, Computer Science @ Central Washington University. With a robust skill set that includes ERISA, Retirement Planning, Pensions, Alternative Investments, Series 63 and more. Bill Small has 3 emails and 2 mobile phone numbers on RocketReach.
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