Billy Stern Email & Phone Number

Managing Director, Institutional Partnerships @ Groundfloor Finance

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Billy Stern Location

Boise, ID, US

Billy Stern Work

2026 -now Managing Director, Institutional Partnerships @
2023 -2025 VP Investor Relations @ The Avanti Group, LLC
2024 -2025 Director of Investment Management @
2021 -2022 Director of Customer Success @ The Avanti Group, LLC
2009 -2021 Managing Director and Co-Founder @ SignalWise LLC

Billy Stern Education

Texas A&M University
Bachelor of Business Administration - BBA (Finance)

Billy Stern Skills

Key Performance Indicators
Real Estate Investing
Consultative Selling
Financial Modeling
Business Strategy
Customer Relationship Management (CRM)
Sales Execution
Customer Engagement
Driving Results
Trading Strategies
Financial Risk Management
Financial Services
Critical Thinking
WealthTech
Business Planning
Operational Excellence
Customer Service
Financial Analysis
Analytical Skills
Problem Solving
Investment Strategies
Investment Management
Revenue Management
Customer Satisfaction
Client Services
Creative Problem Solving
Supervisory Skills
Presentation Skills
Influence At All Levels
Business-to-Business (B2B)
Go-to-Market Strategy
Relationship Building
Customer Success
Team Leadership
Team Collaboration
Cross-functional Team Leadership
Strategic Planning
Asset Allocation
Capital Markets
Trading
Portfolio Management
Financial Markets
Management Consulting
Management
Strategic Partnerships
Leadership
Communication
Executive Management
Team Building
Corporate Strategy
Asset Management
Wealth Management Services
Investments
Alternative Investments
Investment Advisory
Wealth Management
Strategic Financial Planning
401k Rollovers
ETFs
Financial Advisory
Trusts
High Net Worth Individuals
Foundations
Trust Management
Endowments
Private Foundations
Philanthropy
Registered Investment Advisor
RIA
Rollovers
Charitable Trusts
Charitable Giving
Financial Management
Portfolio Strategy
Private Wealth Management
Wealth Building
Wealth Preservation Strategies
Comprehensive Wealth Management
Wealth Transfer Planning
Investment Products
Strategic Advisory
IRA Rollovers
IRA's
Living Trusts
ultra high net worth individuals
Client Focused
Liquid Alternatives
Estate Tax Planning
Financial Planning
Business Development
Business Analysis
Analytical Reasoning
Business Process Management
Tax Advisory
Operations Management
Investors
Strategic Leadership
Change Management
Business Intelligence
Wealth
Business Process Improvement
Strategic Consulting
Capital
Advisor

Billy Stern Summary

Billy Stern, based in Boise, ID, US, is currently a Managing Director, Institutional Partnerships at Groundfloor Finance. Billy Stern brings experience from previous roles at The Avanti Group, LLC, Secured Investment Corp and SignalWise LLC. Billy Stern holds a Bachelor of Business Administration - BBA in Finance @ Texas A&M University. With a robust skill set that includes Key Performance Indicators, Real Estate Investing, Consultative Selling, Financial Modeling, Business Strategy and more. Billy Stern has 1 emails and 3 mobile phone numbers on RocketReach.