William J. Scotti Email & Phone Number
Vice President, Northern Complex @ Equitable Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
William J. Scotti Location
- New York, United States
William J. Scotti Work
- Vice President, Northern Complex @ (January 2024 - Present)
- Financial Consultant @ (January 2020 - Present)
- Financial Consultant @ (April 2018 - January 2020)
- Financial Representative @ (June 2016 - April 2018)
- College Financial Representative @ (May 2015 - June 2016)
William J. Scotti Education
- University at Albany
Bachelor’s Degree (Communications, Business)
2014-2016 - Guilderland High School 2009-2012
William J. Scotti Skills
- 401(k) Distribution Planning
- 401(k) Rollovers Strategies
- Asset Allocation Strategies
- Client Education
- College Planning Strategies
- Communication
- Customer Service
- Employee Benefits
- Employee Benefits Strategies
- Entrepreneurship
- Estate Conservation Strategies
- Estate Planning Strategies
- Event Planning
- Executive Benefits Planning
- Finance
- Financial Analysis
- Financial Consulting
- Financial Management
- Financial Services
- IRA Distribution Planning
- Income Protection Strategies
- Insurance Planning
- Investment Management
- Investment Services
- Leadership
- Long-term Care
- Management
- Marketing
- Pension Distribution Planning
- Public Speaking
- Research
- Retirement Planning
- Retirement Planning Strategies
- Risk Management
- Social Media
- Social Media Marketing
- Social Networking
- Tax-deferred Investment Planning
- Tax-efficient Distribtuion Strategies
- Tax-efficient Investment Strategies
- Team Leadership
- Teamwork
- Time Management
- Wealth Management Strategies
- Wealth Preservation Strategies
William J. Scotti Summary
- William J. Scotti, based in New York, United States, is currently a Vice President, Northern Complex at Equitable Advisors. William J. Scotti brings experience from previous roles at Equitable Advisors, AXA Advisors, LLC and Northwestern Mutual. William J. Scotti holds a 2014 - 2016 Bachelor’s Degree in Communications, Business @ University at Albany. With a robust skill set that includes 401(k) Distribution Planning, 401(k) Rollovers Strategies, Asset Allocation Strategies, Client Education, College Planning Strategies and more. William J. Scotti has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different William J. Scotti?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co