Bill Zimmerman Email & Phone Number
VP of Business Development Retail Wealth Sales @ Voya Financial
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Bill Zimmerman Location
- Hartford, CT, US
Bill Zimmerman Work
- VP of Business Development Retail Wealth Sales @ (April 2025 - Present)
- VP Business partner at Securities America @ (December 2016 - July 2025)
- VP Relationship Leader @ Osaic (December 2016 - July 2025)
- Relationship Leader at Osaic @ Osaic (December 2016 - July 2025)
- VP Central Division - Business Development @ (December 2016 - December 2016)
- VP Southeast Division Business Development @ (December 2016 - December 2016)
- Financial Consultant @ (April 2016 - December 2016)
- Regional Life Specialist @ (August 2013 - December 2015)
- Dedicated Life Consultant @ (November 2009 - July 2013)
- Retirement and Wealth Consultant @ (December 2005 - November 2009)
- Financial Advisor @ (September 2001 - November 2005)
- AVP Financial Consultant @ (November 1990 - September 2001)
- Multiple Management Positions @ Mobil Oil Corporation (May 1981 - November 1990)
Bill Zimmerman Education
- Columbia University
BA (Psychology)
1977-1981 - G.W. Hewlett High School 1973-1977
Bill Zimmerman Skills
- Financial Planning
- Insurance
- Retirement Planning
- Wealth Management
- Small Business
- Series 7
- Mutual Funds
- Annuities
- Public Speaking
- Strategic Planning
- Asset Management
- Estate Planning
- Coaching
- 401k
- Investments
- Business Strategy
- Business Planning
- New Business Development
- Consultative Selling
- Portfolio Management
- Pensions
- Succession Planning
- Wealth Transfer
- Retirement
- Fixed Annuities
- Strategic Financial Planning
- Life Insurance
- Strategic Financial...
- Microsoft Office
- JavaScript
- Project Management
Bill Zimmerman Summary
- Bill Zimmerman, based in Hartford, CT, US, is currently a VP of Business Development Retail Wealth Sales at Voya Financial. Bill Zimmerman brings experience from previous roles at Securities America Inc., Osaic and Royal Alliance Associates INC. Bill Zimmerman holds a 1977 - 1981 BA in Psychology @ Columbia University. With a robust skill set that includes Financial Planning, Insurance, Retirement Planning, Wealth Management, Small Business and more. Bill Zimmerman has 1 emails and 2 mobile phone numbers on RocketReach.
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