William Kindle Email & Phone Number
Director, Financial Planning @ Edelman Financial Engines
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William Kindle Location
- Boston, MA, US
William Kindle Work
- Director, Financial Planning @ (June 2026 - Present)
- Senior Financial Advisor @ (May 2022 - June 2026)
- Director of Investor Relations @ (June 2021 - November 2021)
- Senior Vice President - National RIA, IBD and Family Office Sales @ (January 2013 - January 2020)
- Senior Vice President - National Sales and Marketing - Venture Backed Start-up @ (January 2011 - January 2012)
- Senior Relationship Manager @ (January 2008 - January 2011)
- Key Account Manager @ (January 2005 - January 2008)
- Senior Account Manager @ (January 2004 - January 2005)
- Account Manager @ (January 2001 - January 2004)
- Manager – Client Services – Strategic Client Group - National Financial @ (January 2000 - January 2001)
- Senior Client Service Manager – Strategic Client Group - National Financial @ (January 1998 - January 2000)
- Business Analyst - Implementation - National Financial @ (January 1996 - January 1998)
- Client Relationship Manager @ (January 1994 - January 1996)
- Brokerage Trading and Service Representative - Fidelity Investments @ (January 1993 - January 1994)
- Broker - Registered Representative @ Lehman Brothers (January 1992 - January 1993)
William Kindle Education
- Boston University
Certificate (Financial Planning)
2021-2024 - Hillsdale College
Bachelor of Arts (Business Administration – Finance)
1988-1990 - Xavier University
(Business Administration - Finance)
1986-1988
William Kindle Skills
- Investments
- Alternative Investments
- Leadership
- Risk Management
- Asset Allocation
- Hedge Funds
- Fixed Income
- Selling
- Securities
- Strategy
- Financial Services
- Mutual Funds
- Trading
- CRM
- Training
- Relationship Management
- Problem Solving
- Sales
- Miller Heiman - Strategic and Conceptual Selling, Large Account Management
- Fortune 500 Sales Training and Problem Solving
- Facilitative Leadership
- Persuasive Speaking
- Bottom-Line Project Management
William Kindle Summary
- William Kindle, based in Boston, MA, US, is currently a Director, Financial Planning at Edelman Financial Engines. William Kindle brings experience from previous roles at Homestead Advisers / Financial Services, Windham Capital Management, Wellesley Asset Management, Inc. and AI Exchange. William Kindle holds a 2021 - 2024 Certificate in Financial Planning @ Boston University. With a robust skill set that includes Investments, Alternative Investments, Leadership, Risk Management, Asset Allocation and more. William Kindle has 1 emails and 1 mobile phone numbers on RocketReach.
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