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Billy Cunningham Location
Sarasota, FL, US
Billy Cunningham Work
Senior Wealth Manager @ (May 2019 - Present)
Judge and Referee @ (May 1985 - May 2024)
Director of Wealth Management Services @ 1st Global (October 2017 - May 2019)
Vice President, Financial Consultant @ (December 2014 - January 2017)
Financial Advisor @ (January 2010 - December 2014)
Billy Cunningham Education
The American College of Financial Services
Master of Science in Financial Planning (Legacy Planning Concentration)
2022-2025
La Salle University
Bachelor of Arts (Computer Science and Music)
Billy Cunningham Skills
Annual Giving
Annuities
Asset Management
Business Planning
Disability Insurance
Estate Planning
Finance
Financial Advisory
Financial Analysis
Financial Modeling
Financial Planning
Financial Services
Fixed Annuities
Funding
Fundraising
IRAs
Insurance
Investment Advisory
Investment Strategies
Investments
Life Insurance
Long-term Care
Mutual Funds
Retirement
Retirement Income Strategies
Retirement Planning
SDLC
Securities
Small Business
Strategic Financial Planning
Strategy
Wealth Management
Billy Cunningham Summary
Billy Cunningham, based in Sarasota, FL, US, is currently a Senior Wealth Manager at Pinnacle Advisors. Billy Cunningham brings experience from previous roles at USRowing, 1st Global, Fidelity Investments and Eagle Strategies, LLC. Billy Cunningham holds a 2022 - 2025 Master of Science in Financial Planning in Legacy Planning Concentration @ The American College of Financial Services. With a robust skill set that includes Annual Giving, Annuities, Asset Management, Business Planning, Disability Insurance and more. Billy Cunningham has 1 emails and 1 mobile phone numbers on RocketReach.
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