Bill Ugalde Email & Phone Number
VP IA Platform Management and Development @ Osaic
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Bill Ugalde Location
- Phoenix, AZ, US
Bill Ugalde Work
- VP IA Platform Management and Development @ Osaic (April 2018 - Present)
- Investment Advisory Platform Consultant @ (March 2017 - Present)
- VP Investment Advisory Sales @ (May 2005 - September 2015)
- VP Financial Advisor @ (January 2003 - December 2005)
- Member Service Rep and Financial Advisor @ (February 2001 - March 2004)
Bill Ugalde Education
- University of Phoenix
Bachelor of Business Administration (BBA)
Bill Ugalde Skills
- FINRA
- Mutual Funds
- Series 63
- Series 7
- Financial Services
- Marketing
- Investment Advisory
- Wealth Management
- Securities
- Series 24
- Asset Management
- Investments
- Retirement Planning
- Alternative Investments
- Financial Planning
- Finance
- Financial Advisory
- Retirement
- Asset Allocation
- Insurance
- Risk Management
- Securities Regulation
- Salesforce.com
- Conferences
- Sales
- Strategic Planning
- Referrals
- Marketing Materials
- Road
- Code Coverage
- Microsoft Office
- Sma
- Launches
- Training
- Investment Strategies
- Campaigns
- Schedules
- Project Management
- Networking
- Banking
- Education
- Outlook
- PowerPoint
- MS Excel
- Investment Advisory Services
- Technical Training
Bill Ugalde Summary
- Bill Ugalde, based in Phoenix, AZ, US, is currently a VP IA Platform Management and Development at Osaic. Bill Ugalde brings experience from previous roles at Advisor Group, AIG Advisor Group, JPMorgan Chase and USAA. Bill Ugalde holds a Bachelor of Business Administration (BBA) @ University of Phoenix. With a robust skill set that includes FINRA, Mutual Funds, Series 63, Series 7, Financial Services and more. Bill Ugalde has 4 emails and 2 mobile phone numbers on RocketReach.
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