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William Groff Location
Columbia, MD, US
William Groff Work
2022 -now Founder and CEO @ Alpha Solutions Group
2015 -now Fiancial Adviser @
2012 -now Financial Service Professional @
2012 -now Agent @
2006 -2012 Coordinator and Senior Employee Meeting Liaison @
2006 -2012 Senior Retirement Specialist @
2005 -2006 Participant Service Center @
William Groff Education
University College London, U. of London
(Finance)
2004-2005
Gettysburg College
Bachelor of Arts (BA) (Tau Kappa Epsilon, Varsity Lacrosse)
2001-2005
William Groff Skills
Alternative Investments
Series 63
Financial Advisory
Pensions
Employee Engagement
Fixed Annuities
Investment Products
Defined Contribution
Insurance
Retirement Planning
Investments
Series 6
401k
Retirement Plan Consulting
Asset Allocation
Investment Advisory
Financial Services
Asset Managment
Mutual Funds
IRA's
Strategic Financial Planning
High Net Worth Individuals
Qualified Retirement Plans
Investment Strategies
Long Term Care
Defined Benefit
Series 24
401k Rollovers
Retirement
Series 65
Presentations
Series 7
Employee Benefits
Securities
Investment Management
William Groff Summary
William Groff, based in Columbia, MD, US, is currently a Founder and CEO at Alpha Solutions Group. William Groff brings experience from previous roles at Eagle Strategies, LLC, NYLIFE Securities LLC, New York Life Insurance Company and T. Rowe Price. William Groff holds a 2004 - 2005 University College London, U. of London. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Pensions, Employee Engagement and more. William Groff has 1 mobile phone numbers on RocketReach.
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