Bill Stade Email & Phone Number
Managing Director-Retirement Services @ Capitol Securities Management Inc.
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Bill Stade Location
- Reston, VA, US
Bill Stade Work
- 1994 -now Managing Director-Retirement Services @
- 1991 -1994 Engineer @ Westinghouse
Bill Stade Education
- College of Financial Planning
CFP Certification Education Program (Financial Planning)
2005-2006 - Lehigh University
Bachelor of Science (BS) (Mechanical Engineering)
1987-1991
Bill Stade Skills
- Certified Financial Planner
- Financial Planning
- Retirement Planning
- Wealth Management
- 401(k) Consultant
- Asset Allocation
- Asset Management
- Series 7
- Strategic Planning
- Series 63
- Securities
- Fixed Income
- Microsoft Office
- Mutual Funds
- Insurance
- Alternative Investments
- Leadership
- Public Speaking
- Sales
- Process Improvement
- Engineering
- Strategy
- Marketing
- 401K Consultant
- Training
- Customer Service
- Marketing Strategy
- 401 Consultant
Bill Stade Summary
- Bill Stade, based in Reston, VA, US, is currently a Managing Director-Retirement Services at Capitol Securities Management. Bill Stade brings experience from previous roles at Westinghouse. Bill Stade holds a 2005 - 2006 CFP Certification Education Program in Financial Planning @ College of Financial Planning. With a robust skill set that includes Certified Financial Planner, Financial Planning, Retirement Planning, Wealth Management, 401(k) Consultant and more. Bill Stade has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Capitol Securities Management Inc. Employees
Jim Wallace
Chief Operating Officer
Boston, MA, US
Angela Hopkins
First Vice President-Investments
Florham Park, NJ, US
Rob Green
Vice President Investments
Marmora, NJ, US
Bill Stade
Managing Director-Retirement Services
Reston, VA, US
Claire Soja
Senior Vice President, Investments and Investment Advisor
Littleton, MA, US
Samuel Lam
Financial Advisor, Senior Vice President
Reston, VA, US
John Trentanove
Senior Vice President, Senior Financial Advisor
Charlottesville, VA, US
Maureen Schulde
Managing Director
New York, NY, US
Angela Hopkins
First Vice President - Investments
Sparta Township, NJ, US
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