William Cpsp Email & Phone Number
Relationship Manager @ R&R Wealth Management, LLC
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William Cpsp Location
- Brookfield, WI, US
William Cpsp Work
- Relationship Manager @ (April 2026 - Present)
- Assistant Vice President @ (July 2023 - Present)
- AVP II - Relationship Manager, Company Retirement Plans @ (July 2023 - April 2026)
- Client Services Manager @ (February 2023 - July 2023)
- Sr. Account Advisor @ (July 2021 - February 2023)
- Client Service Manager @ (June 2018 - July 2021)
- Product Support Representative @ (June 2017 - June 2018)
- Mutual Fund Specialist IV @ (March 2014 - May 2017)
- Mutual Fund Specialist III @ (April 2014 - March 2015)
- Mutual Fund Specialist II @ (April 2014 - December 2014)
- Senior Teller @ (July 2011 - April 2014)
- Server and Bartender and Expo @ (May 2010 - July 2011)
- Supervisor @ IPic Entertainment (February 2009 - March 2010)
William Cpsp Education
- Bryant and Stratton College
Business Management (Business Administration and Management, General)
2010-2014 - Bryant & Stratton College
Business Administration (Business Administration)
2010-2014
William Cpsp Skills
- Leadership
- Management
- Service Industries
- Communicaitons
- Cross Selling
- Banking
- Microsoft Applications
- Marketing
- Leadership Development
- Critical Thinking
- Finance
- Restaurants
- Organization
- Customer Service
- Analysis
- Multi Tasking
- Sales
- Data Entry
- Cost Basis
- Time Management
- Social Media
- Microsoft Office
- Mutual Funds
- Microsoft PowerPoint
- Public Speaking
- Team Building
- Investments
William Cpsp Summary
- William Cpsp, based in Brookfield, WI, US, is currently a Relationship Manager at R&R Wealth Management, LLC. William Cpsp brings experience from previous roles at First Business Bank, Annex Wealth Management and Equips. William Cpsp holds a 2010 - 2014 Business Management in Business Administration and Management, General @ Bryant and Stratton College. With a robust skill set that includes Leadership, Management, Service Industries, Communicaitons, Cross Selling and more. William Cpsp has 2 emails and 2 mobile phone numbers on RocketReach.
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