T. Williams Email & Phone Number
Business Development and External Wholesaler and Leadership Development
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T. Williams Location
- Skippack, PA, US
T. Williams Work
- 2010 -now Business Development and External Wholesaler and Leadership Development @ Donegal Properties, LLC
- 2021 -2025 Regional Vice President - Business Development - Partner Programs @
- 2020 -2021 Regional Vice President @
- 2014 -2020 Regional Vice President @
- 2012 -2014 Regional Vice President @ Sammons Retirement Solutions
- 2010 -2012 Regional Vice President @
- 2007 -2011 External Wholesaler, Regional Vice President @
- 2002 -2007 Financial Advisor (Franchise Partner) @
T. Williams Education
- The Institute of Business and Finance
Alternative Investment Specialist Certificate
2011 - West Virginia Wesleyan College
BA (Education)
1995-1999 - The Institute of Business and Finance
Certified Fund Specialist
T. Williams Skills
- Mutual Funds
- Fixed Annuities
- Retirement Planning
- Strategic Financial Planning
- Asset Managment
- Variable Annuities
- Equities
- Series 63
- Series 7
- Retirement
- Series 65
- 401k
- Indexed Annuities
- Investments
- Public Speaking
- Estate Planning
- Fixed Income
- Financial Services
- Personal Financial Planning
- Portfolio Management
- Investment Advisory Services
- Separately Managed Accounts
- Asset Allocation
- Insurance
- Wealth
- Financial Planners
- Asset Management
- Financial Planning
- Wealth Management
- Financial Advisory
- Securities
- Alternative Investments
- Finance
- Leadership
- Life Insurance
- Investment Advisory
- 401(k) Retirement Savings Plans
- Sales
- Strategic Planning
- Investment Strategies
T. Williams Summary
- T. Williams, based in Skippack, PA, US, is currently a Business Development and External Wholesaler and Leadership Development at Donegal Properties, LLC. T. Williams brings experience from previous roles at Wealth Enhancement Group, Pacific Life, Jackson National Life Distributors, LLC and Sammons Retirement Solutions. T. Williams holds a Alternative Investment Specialist Certificate @ The Institute of Business and Finance. With a robust skill set that includes Mutual Funds, Fixed Annuities, Retirement Planning, Strategic Financial Planning, Asset Managment and more. T. Williams has 1 emails and 1 mobile phone numbers on RocketReach.
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