William Culp Email & Phone Number
Founder and President @ TAGStone Capital
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William Culp Location
- Charlotte, NC, US
William Culp Work
- Founder and President @ (April 2011 - Present)
- Regional Manager @ (December 2009 - April 2011)
- Special Project Manager @ (June 2009 - December 2009)
William Culp Education
- UNC Kenan-Flagler Business School
Bachelor of Science (B.S.) (Business Administration)
- Queens University of Charlotte
The McColl School of Business (Financial Planner Certificate)
- Maastricht University School of Business and Economics
(International Business)
- Charlotte Country Day School
William Culp Skills
- Investment Management
- Financial Planning
- Asset Protection
- Investment Advisory
- Accounting
- Trusts
- Asset Allocation
- Asset Management
- Financial Advisory
- Investments
- Alternative Investments
- Private Equity
- Estate Planning
- Retirement Planning
- Securities
- Investment Strategies
- Working with Investors
- Estate Tax Planning
- Retirement Plan Consulting
- Fiduciary Services
- Personal Tax Planning
- Independent Financial Advice
- Series 65
- Helping Clients
- Behavioral Finance
- Financial Analysis
- Personal Finance
- Financial Reporting
- Estate Administration
- Rental Real Estate
- Commercial Real Estate
- Real Estate Investment Trust (REIT)
- Hedge Funds
- Private Clients
- Negotiation
- Contract Negotiation
- Strategic Negotiations
- Real Estate Negotiating
- Business Negotiation
- Successful Negotiation
- Situational Sales Negotiation
- Personal Financial Planning
- Personal Branding
- Personal Income Tax Returns
- Tax Compliance
- Regulatory Compliance
- Legal Compliance
- Interpersonal Communication
- Interpersonal Skills
- Stock Market Analysis
- Retirement Plan
- Wealth Management
- Wealth Management Services
- Real Estate Investment Trust
William Culp Summary
- William Culp, based in Charlotte, NC, US, is currently a Founder and President at TAGStone Capital. William Culp brings experience from previous roles at Southwood Realty Co.. William Culp holds a Bachelor of Science (B.S.) in Business Administration @ UNC Kenan-Flagler Business School. With a robust skill set that includes Investment Management, Financial Planning, Asset Protection, Investment Advisory, Accounting and more. William Culp has 2 emails and 2 mobile phone numbers on RocketReach.
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Top TAGStone Capital Employees
William Culp
Founder and President
Charlotte, NC, US
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