Bill van Sant Email & Phone Number
EVP, Chief Wealth Officer @ C&N
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Bill van Sant Location
- Philadelphia, PA, US
Bill van Sant Work
- EVP, Chief Wealth Officer @ (May 2026 - Present)
- EVP, Managing Director @ (January 2023 - May 2026)
- SVP, Managing Director @ (November 2015 - October 2023)
- Chairperson, Board of Directors @ (January 2016 - May 2026)
- SVP, Sales Manager and Team Leader @ (September 2005 - November 2015)
- Financial Advisor @ (January 2003 - September 2005)
Bill van Sant Education
- Ursinus College
BA (Economics and Business Administration)
1997-2001 - The American College of Financial Services
CFP
- The Holy Ghost Preparatory School
Bill van Sant Skills
- Presentation Skills
- Team Building
- Investment Strategies
- Oral Communication
- Expense Management
- Due Diligence
- Clear Vision
- Communication
- Business Ideas
- People Development
- Fiduciary
- Board of Directors
- Executive Management
- Business Relationship Management
- Retirement Planning
- Investments
- Finance
- Financial Planning
- Insurance
- Financial Advisory
- Banking
- Mutual Funds
- Wealth Management
- Investment Management
- Financial Services
- Loans
- Sales Management
- Investment Advisory
- Asset Managment
- Retirement
- Credit
- Small Business
- Estate Planning
- Employee Benefits
- 401k
- Asset Management
- Strategic Financial Planning
- Certified Financial Planner
- Personal Finance
- Public Speaking
- Retirement Income Strategies
- Sales Management Coaching
- Asset Allocation
- Amateur cartographer
- Iras
- 529 Plans
- Microsoft Excel
- Management
- Microsoft Office
- Strategic Planning
- Strategy
- Portfolio Management
Bill van Sant Summary
- Bill van Sant, based in Philadelphia, PA, US, is currently a EVP, Chief Wealth Officer at C&N. Bill van Sant brings experience from previous roles at Girard, a Univest Wealth Division, Univest Foundation and Univest Investments, Inc.. Bill van Sant holds a 1997 - 2001 BA in Economics and Business Administration @ Ursinus College. With a robust skill set that includes Presentation Skills, Team Building, Investment Strategies, Oral Communication, Expense Management and more. Bill van Sant has 3 emails on RocketReach.
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