Bill Wolfe Email & Phone Number
Institutional Sales Director @ Regan Capital
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Bill Wolfe Location
- Boston, MA, US
Bill Wolfe Work
- Institutional Sales Director @ (May 2026 - Present)
- Regional Vice President @ (June 2023 - May 2026)
- Regional Vice President @ (June 2023 - May 2026)
- Regional Vice President at PREP Securities, LLC @ PREP Securities, LLC (September 2022 - June 2023)
- Principal @ Phare Capital Wealth Management (July 2021 - June 2023)
- Regional Vice President - New England @ (October 2016 - July 2020)
- Regional Vice President @ Montage Investments (June 2014 - October 2016)
- Internal Wholesaler - Team Leader @ Eaton Vance (November 2008 - June 2014)
- Marketing Support @ Eaton Vance (September 2007 - November 2008)
Bill Wolfe Education
- Gettysburg College 2001-2006
- Loomis Chaffee School 2000-2001
- Winchester High School 1996-2000
Bill Wolfe Skills
- Series 63
- Mutual Funds
- Alternative Investments
- Series 6
- Separately Managed Accounts
- Investments
- Asset Allocation
- Retirement Planning
- Wealth Management
- ETFs
- Investment Strategies
- Equities
- Management
- Microsoft Office
- PowerPoint
- Sales Management
- Training
- Strategic Planning
- Sales
Bill Wolfe Summary
- Bill Wolfe, based in Boston, MA, US, is currently a Institutional Sales Director at Regan Capital. Bill Wolfe brings experience from previous roles at StratCap, PREP Securities, LLC and Phare Capital Wealth Management. Bill Wolfe holds a 2001 - 2006 Gettysburg College. With a robust skill set that includes Series 63, Mutual Funds, Alternative Investments, Series 6, Separately Managed Accounts and more. Bill Wolfe has 2 emails and 1 mobile phone numbers on RocketReach.
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