William Bundrant Email & Phone Number
Executive Vice President @ Strategic Financial Partners
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William Bundrant Location
- Franklin, TN, US
William Bundrant Work
- Executive Vice President @ (November 2013 - Present)
- Manager, Financial Services @ (April 2013 - November 2013)
- Senior Agency Sales Director @ (November 2002 - April 2013)
- CFO @ Transcendent Holdings (January 2000 - September 2002)
- Account Executive @ (January 1997 - January 2000)
William Bundrant Education
- Middle Tennessee State University (MTSU)
BBA (Accounting)
1990-1994
William Bundrant Skills
- Wealth Management
- Retirement
- Investments
- Fixed Annuities
- Life Insurance
- Retirement Planning
- Securities
- Mutual Funds
- IRAs
- Financial Services
- Term Life Insurance
- Long-term Care
- Whole Life
- Series 6
- Wealth
- Wealth Management Services
- 401k
- Employee Benefits
- Asset Allocation
- Variable Annuities
- Insurance
- Series 63
- Finance
- Series 7
- Investment Advisory
- Portfolio Management
- Asset Managment
- Financial Advisory
- Series 24
- Roth IRA
- 401k Rollovers
- Long Term Care
William Bundrant Summary
- William Bundrant, based in Franklin, TN, US, is currently a Executive Vice President at Strategic Financial Partners. William Bundrant brings experience from previous roles at The Prudential Insurance Company of America, MetLife, Transcendent Holdings and Comdata. William Bundrant holds a 1990 - 1994 BBA in Accounting @ Middle Tennessee State University (MTSU). With a robust skill set that includes Wealth Management, Retirement, Investments, Fixed Annuities, Life Insurance and more. William Bundrant has 2 emails and 1 mobile phone numbers on RocketReach.
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James Graham
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Andrew McKeever
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Denver, CO, US
Patrick Bush
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