William George Email & Phone Number
Managing Partner
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William George Location
- Newton, MA, US
William George Work
- 2026 -now Managing Partner @ Moody Street Group
- 2024 -2025 Private Wealth Advisor @
- 2015 -2024 Sr. Vice President of Business Development @ Integrated Partners
- 2001 -2015 Senior Vice President and Financial Representative @
- 1998 -2001 President @ PrimeQuote.com
- 1991 -1998 Advisor @ Northwestern Mutual
William George Education
- Northeastern University
Bachelor of Science (BS) (Finance)
1987-1991
William George Skills
- Leadership
- Finance
- Business Development
- Financial Advisory
- Retirement Planning
- Securities
- Management
- Financial Reporting
- Project Management
- Accounting
- SQL
William George Summary
- William George, based in Newton, MA, US, is currently a Managing Partner at Moody Street Group. William George brings experience from previous roles at Integrated Financial Partners, Integrated Partners, Baystate Financial Services and PrimeQuote.com. William George holds a 1987 - 1991 Bachelor of Science (BS) in Finance @ Northeastern University. With a robust skill set that includes Leadership, Finance, Business Development, Financial Advisory, Retirement Planning and more. William George has 1 mobile phone numbers on RocketReach.
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