Senior Sales Consultant @ (May 2020 - October 2022)
Vice President, Financial Advisor @ (December 2018 - May 2020)
Regional Director, U.S. Asset Management Distribution @ (June 2015 - December 2018)
SIDCO @ (January 2014 - June 2015)
Financial Services Representative @ (August 2013 - February 2014)
Financial Services Representative @ (May 2012 - July 2013)
Business Analyst @ (May 2011 - August 2011)
Will Fraser Education
Fox School of Business at Temple University
Master of Business Administration (MBA)
West Virginia University
Bachelor of Arts (B.A.) (Business Administration and Management, General)
Will Fraser Skills
401k Rollovers
Analysis
Asset Allocation
Banking
Business
Business Process
Cash Flow
Customer Acquisition
Customer Relationship Management (CRM)
Direct Sales
Finance
Financial Analysis
Financial Planning
Insurance
Investment Strategies
Lead Qualification
Personal Financial Planning
Relationship Management
Research
Sales
Sales Effectiveness
Sales Management
Sales Presentations
Sales Process
Salesforce.com
Series 63
Series 65
Series 7
Software as a Service (SaaS)
Strategy
Will Fraser Summary
Will Fraser, based in Philadelphia, PA, US, is currently a Sales Director at Smart Communications.. Will Fraser brings experience from previous roles at Advisor Credit Exchange, Vanguard, Personal Capital and SEI. Will Fraser holds a Master of Business Administration (MBA) @ Fox School of Business at Temple University. With a robust skill set that includes 401k Rollovers, Analysis, Asset Allocation, Banking, Business and more. Will Fraser has 1 mobile phone numbers on RocketReach.
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