William Findley Email & Phone Number
Senior Vice President and Co-Founder
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William Findley Location
- Hendersonville, NC, US
William Findley Work
- 2021 - now Senior Vice President and Co-Founder @ Orchestrate XR LLC
- 2016 - 2019 Director Global Capital Markets @
- 2016 - 2018 Investment Banking @ Triloma Securities
- 2009 - 2018 CEO, Managing Member and Executive Producer @ KRS Media Group, LLC
- 2014 - 2015 Wealth Advisor @ The Life Wealth Group
- 1999 - 2008 Regional Director @ Russell Investment Group
- 1986 - 1999 Vice President and Regional Sales Manager @ Dreyfus Corporation, NY, NY
William Findley Education
- University of South Carolina Joseph F. Rice School of Law
First year only (Law)
1974 - 1975 - Clemson University
B.A. (Pre-law)
1971 - 1974 - Wofford College
(Pre Law)
1970 - 1971
William Findley Skills
- LIcenses held inactive: Series 7, 6, 66, 63, 26, Life Health and Variable Annuity; Active licenses: Florida Real Estate
- Investments
- Asset Allocation
- Mutual Funds
- Wealth Management
- Investment Strategies
- Investment Management
- Asset Management
- Sales
- Financial Advisory
- Financial Services
- Series 7
- Strategic Financial Planning
- ETFs
- Strategy
- Retirement Planning
- Team Building
- Wealth Management Services
- High Net Worth Individuals
- Securities
- IRAs
- Retirement
- Series 6
- Training
- Sales Management
- Wealth Accumulation
- Wealth
- Real Estate
- Life, Health, Variable Annuities license
- Florida Real Estate License
- Alternative Investments
- Banking
- Social Media
- Life
- Health
- Variable Annuities License
William Findley Summary
- William Findley, based in Hendersonville, NC, US, is currently a Senior Vice President and Co-Founder at Orchestrate XR LLC. William Findley brings experience from previous roles at Merging Traffic, Inc, Triloma Securities, KRS Media Group, LLC and The Life Wealth Group. William Findley holds a 1974 - 1975 First year only in Law @ University of South Carolina Joseph F. Rice School of Law. With a robust skill set that includes LIcenses held inactive: Series 7, 6, 66, 63, 26, Life Health and Variable Annuity; Active licenses: Florida Real Estate, Investments, Asset Allocation, Mutual Funds, Wealth Management and more. William Findley has 1 emails on RocketReach.
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