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William George Location
Newton, MA, US
William George Work
Managing Partner @ Moody Street Group (January 2026 - Present)
Private Wealth Advisor @ (August 2024 - December 2025)
Sr. Vice President of Business Development @ Integrated Partners (March 2015 - September 2024)
Senior Vice President and Financial Representative @ (January 2001 - March 2015)
President @ PrimeQuote.com (January 1998 - January 2001)
Advisor @ Northwestern Mutual (January 1991 - January 1998)
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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