Bill Wolfe Email & Phone Number
Institutional Sales Director @ Regan Capital
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Bill Wolfe Location
- Boston, MA, US
Bill Wolfe Work
- 2026 -now Institutional Sales Director @
- 2023 -2026 Regional Vice President @
- 2023 -2026 Regional Vice President @
- 2022 -2023 Regional Vice President at PREP Securities, LLC @ PREP Securities, LLC
- 2021 -2023 Principal @ Phare Capital Wealth Management
- 2016 -2020 Regional Vice President - New England @
- 2014 -2016 Regional Vice President @ Montage Investments
- 2008 -2014 Internal Wholesaler - Team Leader @
- 2007 -2008 Marketing Support @
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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