William Horan Email & Phone Number
Chief Executive Officer
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William Horan Location
- New York, NY, US
William Horan Work
- Chief Executive Officer @ CORE Business Consultants (April 2024 - Present)
- Director, Financial Planner @ (July 2018 - Present)
- Senior Financial Specialist @ Hochheiser, Deutsch & Company Inc (August 2015 - July 2018)
- Associate Director @ (September 2011 - August 2015)
- Associate Managing Partner and Branch Manager @ (September 2008 - September 2011)
- Associate Managing Partner and Branch Manager @ (March 2002 - August 2008)
- Long-Term Care Insurance Specialist @ (June 1996 - March 2002)
William Horan Education
- SUNY College at Cortland
Bachelor Of Science (Economics, Business)
1992-1996
William Horan Skills
- Retirement Planning
- Investment Advisory
- Securities
- Insurance
- Estate Planning
- Financial Services
- Employee Benefits
- Wealth Management
- Retirement
- Strategic Financial Planning
- Asset Protection
- Fixed Income
- Options
- Fixed Annuities
- Long Term Care Insurance
- Investments
- Alternative Investments
- IRAs
- ETFs
- Term Life Insurance
- Retirement Income Strategies
- 401k
- Disability Insurance
- Mutual Funds
- Relationship Management
- Financial Risk
- Variable Annuities
- Defined Benefit
- High Net Worth Individuals
- Long Term Care
- Investment Strategies
- Requirements Analysis
- Strategic Financial
- Life Insurance
- 401k Rollovers
- Portfolio Management
- High Net Worth
- Wealth
- Microsoft Excel
- Series 63
- Wealth Management Services
- Marketing
- Series 7
- Financial Planning
- FINRA
- Financial Advisory
- Retirement Income
- Management
- Pensions
- Bonds
- Series 24
- Finance
- Financial Planners
- Asset Management
- Financial Analysis
- Strategy
- Investment Management
- Health Insurance
- Asset Allocation
William Horan Summary
- William Horan, based in New York, NY, US, is currently a Chief Executive Officer at CORE Business Consultants. William Horan brings experience from previous roles at Fortis Lux Financial, Hochheiser, Deutsch & Company Inc, MassMutual and John Hancock Financial Services. William Horan holds a 1992 - 1996 Bachelor Of Science in Economics, Business @ SUNY College at Cortland. With a robust skill set that includes Retirement Planning, Investment Advisory, Securities, Insurance, Estate Planning and more. William Horan has 2 emails and 1 mobile phone numbers on RocketReach.
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