Bill Winterberg Email & Phone Number
VP of Financial Planning Growth @ AdvicePay
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Bill Winterberg Location
- Boston, MA, US
Bill Winterberg Work
- 2022 -now VP of Financial Planning Growth @
- 2022 -2023 Vice President of Growth @
- 2020 -2022 Creative Director and Head of Product, ACGME Virtual Recruiting Platform @
- 2020 -2022 Education Professional @ Self-employed
- 2008 -2022 Technology Consultant to Financial Advisers @
- 2007 -2022 Growth and Product Strategy to Wealthtech and Fintech Providers @
- 2009 -2015 Technology Columnist, Journal of Financial Planning @
- 2010 -2014 Technology Columnist, Morningstar Advisor @
- 2010 -2011 Technology Director @
Bill Winterberg Education
- Kaplan University 2004-2005
- 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
- Financial Software Implementation
- Rias
- Insurance
- Technology Advisory
- Retirement Planning
- Financial Planning
- YouTube
- Portfolio Management
- Investments
- Video Editing
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Matchmaking
- Financial Services
- Morningstar
- Wealth Management
- Compliance
- Family Office
- Equities
- Subject Matter Experts
- Strategic Financial Planning
- Online Publishing
- Web Video
- Morningstar Direct
- Journalism
- Wealth
- Guacamole Preparation
- Conference Speaking
- Strategic Consulting
- Podcasting
- Personal Finance
- Broker Dealer
- Mobile Devices
- Retirement
- Junxure
- Keynote
- Series 7
- IT Solutions
- Securities
- Hedge Funds
- Investment Management
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 2 emails and 1 mobile phone numbers on RocketReach.
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