Will Venturi Email & Phone Number
Senior Wealth Advisor @ Mariner Wealth Advisors
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Will Venturi Location
- San Diego, CA, US
Will Venturi Work
- 2026 -now Senior Wealth Advisor @
- 2024 -2025 Wealth Advisor @
- 2022 -2024 Financial Advisor @
- 2021 -2022 Account Director @
- 2018 -2021 Senior Director of Sales @
- 2015 -2017 Territory Sales Executive @
- 2013 -2015 SMB Retirement Consultant @
Will Venturi Education
- College for Financial Planning
CFP Certification Professional Education Program (Financial Planning and Services)
2024-2025 - Brigham Young University - Idaho
Bachelor of Science (B.S.) (Business Management - Finance Emphasis)
2009-2013
Will Venturi Skills
- Leadership
- Public Speaking
- Salesforce.com
- Retirement Planning
- Sales
- Permanent Life Insurance
- IRAs
- Investments
- Communication
- Market Research
- Finance
- Digital Marketing
- Strategy
- Life Insurance
- Microsoft Office
- Pipeline Management
- Entrepreneurship
- Real Estate
- Microsoft Excel
- Marketing
- Customer Service
- Disability Insurance
- Long Term Care Insurance
- Strategic Negotiations
- Term Life Insurance
- Health Insurance
- Marketing Strategy
- Sales Presentations
- Organization
- Employee Benefits
- Solution Selling
- Presentation Skills
- Team Building
- Customer Relationship Management Crm
- Sales Process
- Social Media
- Tax Planning
- Fundamental Analysis
- Technical Analysis
- Account Management
- Financial Planning
- Microsoft PowerPoint
- Software As A Service Saas
- Sales Operations
- Business Development
- Team Leadership
- Lead Generation
- Strategic Planning
- Financial Services
- Persuasion
- Wealth Management
- Sales Management
- Direct Sales
- Relationship Building
- Microsoft Word
- Value Selling
- Driven By Results
- Time Management
- Financial Analysis
- Enterprise Software
- Software Sales
- Product Demonstration
- Management
- Personal Finance
- Quota Achievement
- Customer Relationship Management
- Software as a Service
Will Venturi Summary
- Will Venturi, based in San Diego, CA, US, is currently a Senior Wealth Advisor at Mariner. Will Venturi brings experience from previous roles at Mariner, Aviara Wealth, Secfi and OpenInvest, a J.P. Morgan company. Will Venturi holds a 2024 - 2025 CFP Certification Professional Education Program in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Leadership, Public Speaking, Salesforce.com, Retirement Planning, Sales and more. Will Venturi has 2 emails and 2 mobile phone numbers on RocketReach.
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