Bill Winterberg Location
Boston, MA, US
Bill Winterberg Work
- 2022 - now VP of Financial Planning Growth @ AdvicePay
- 2022 - 2023 Vice President of Growth @ AdvicePay
- 2020 - 2022 Creative Director and Head of Product, ACGME Virtual Recruiting Platform @ Emory University Department of Medicine
- 2020 - 2022 Education Professional @ Self-employed
- 2008 - 2022 Technology Consultant to Financial Advisers @ FPPad
- 2007 - 2022 Growth and Product Strategy to Wealthtech and Fintech Providers @ FPPad
- 2009 - 2015 Technology Columnist, Journal of Financial Planning @ Financial Planning Association (FPA)
- 2010 - 2014 Technology Columnist, Morningstar Advisor @ Morningstar
- 2010 - 2011 Technology Director @ Financial Planning Association of Dallas/Fort Worth
Bill Winterberg Education
- Kaplan University2004 - 2005
- Cogswell Polytechnical College
Bachelor Of Science (Electrical Engineering)
1996 - 2001
Bill Winterberg Skills
- Estate Planning
- Financial Advisory
- Series 63
- National Speaker
- Technology
- Social Media
- Consulting
- Financial Planners
- Public Speaking
- Video Production
Bill Winterberg Summary
Bill Winterberg, based in Boston, MA, US, is currently a VP of Financial Planning Growth at AdvicePay. Bill Winterberg brings experience from previous roles at AdvicePay, Emory University Department of Medicine, Self-employed and FPPad.com. Bill Winterberg holds a 2004 - 2005 Kaplan University. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, National Speaker, Technology and more. Bill Winterberg has 4 emails on RocketReach.
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Bill Winterberg
VP of Financial Planning Growth at AdvicePay
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