William Buslee Email & Phone Number
Financial Services Professional @ TriBridge Partners
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William Buslee Location
- Germantown, MD, US
William Buslee Work
- Financial Services Professional @ (February 2020 - Present)
- Representative @ (September 2018 - February 2020)
- Director, Advanced Sales @ (September 2004 - May 2018)
- Director, Advanced Sales @ (March 2002 - September 2004)
- Past President - National Capital Chapter @ Society of Financial Service Professionals (June 2012 - May 2013)
- Director, Advanced Sales @ (January 2001 - January 2002)
- Universal Life Product Manager @ (September 1999 - December 2000)
- Director of Marketing - ReliaStar Life of New York @ (February 1996 - September 1999)
William Buslee Education
- University of Michigan
MS, ABD (Inorganic Chemistry)
- Certified Financial Planner Board of Standards
CFP (Financial Planning and Services)
- The American College of Financial Services
CLU
- University of Michigan - Stephen M. Ross School of Business
(Marketing)
- Fort Lewis College
BS (Chemistry)
- US Coast Guard Academy
William Buslee Skills
- Strategic Planning
- Annuities
- Insurance
- Retirement Planning
- Estate Planning
- Financial Planning
- Retirement
- Marketing Strategy
- Term Life Insurance
- Employee Benefits
- Sales Management
- Business Planning
- Business Strategy
- Inorganic Chemistry
- Fixed Annuities
- Long-term Care
- Strategic Financial Planning
- Asset Managment
- Brokers
- Series 7
- Public Speaking
- Succession Planning
- Disability Insurance
- Investments
- Team Building
- Long Term Care Insurance
- Marketing
- Wealth Management
- Mutual Funds
- Life Insurance
- Health Insurance
- Underwriting
- Sales
- Series 6
- Universal Life
- Whole Life
- Asset Management
- Financial Services
- Finance
- Management
- Risk Management
- Working with Brokers
- Long Term Care
- Strategic Financial
- Small Business
- Leadership
- Business Development
- Financial Advisory
- Customer Service
- Product and Contract Development
- Sales Analytics
- Microsoft PowerPoint
- Microsoft Excel
William Buslee Summary
- William Buslee, based in Germantown, MD, US, is currently a Financial Services Professional at TriBridge Partners, LLC. William Buslee brings experience from previous roles at Higher Ground Financial Services, Crump Life Insurance Services and Society of Financial Service Professionals. William Buslee holds a MS, ABD in Inorganic Chemistry @ University of Michigan. With a robust skill set that includes Strategic Planning, Annuities, Insurance, Retirement Planning, Estate Planning and more. William Buslee has 2 emails and 2 mobile phone numbers on RocketReach.
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