William Mathis Location
Ponte Vedra Beach, FL, US
William Mathis Work
- 2022 - now Chief Executive Officer @ The Cardboard Connection
- 2020 - 2022 Chief Financial Officer @ The Cardboard Connection
- 2018 - 2022 Financial Advisor @ SA Stone Wealth Management Inc.
- 2008 - 2018 Investment Specialist @ Sterne Agee
- 2007 - 2008 Financial Advisor @ Apogee Financial Partners
- 2006 - 2007 Adviser @ Primerica
- 2004 - 2005 Assistant VP @ US arbitrage finance
- 2004 - 2005 Intern @ United States Arbitrage Finance
William Mathis Education
- Institute of Business and Finance
Professional Designation, Certified Funds Specialist (Certified Funds Specialist)
2007 - 2008 - Southern Methodist University
Bachelor of Science (B.S.), Economics (Psychology)
2002 - 2006 - Southern Methodist University
Bachelor of Science (B.S.), Psychology (Economics)
2002 - 2006
- Southern Methodist University
B.S.F.A., Economics (Economics)
2001 - 2006 - Southern Methodist University
B.A., Psychology (Psychology)
2001 - 2006 - East Texas A&M University
CELI, Real Estate
2004 - 2005 - The Lovett School
Diploma, High School (High School)
1989 - 2001 - Southern Methodist University
BSFA, Business/Managerial Economics
William Mathis Skills
- New Business Development
- Process Improvement
- Team Management
- Leadership
- Retirement
- Series 7
- Insurance
- Finance
- Investments
- Retirement Planning
William Mathis Summary
William Mathis, based in Ponte Vedra Beach, FL, US, is currently a Chief Executive Officer at The Cardboard Connection. William Mathis brings experience from previous roles at The Cardboard Connection, SA Stone Wealth Management Inc., Sterne Agee and National Financial Services Group. William Mathis holds a 2007 - 2008 Professional Designation, Certified Funds Specialist in Certified Funds Specialist @ Institute of Business and Finance. With a robust skill set that includes New Business Development, Process Improvement, Team Management, Leadership, Retirement and more. William Mathis has 3 emails and 5 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different William Mathis?
Find contact details for 700 million professionals.
Others Named William Mathis
-
William Mathis
Managing Partner at Wood Street Investments
Washington, DC, US12 -
William Mathis
General Manager V.P. at G.E. Mathis Company
Chicago, IL, US25+ -
2
-
Billy Mathis
Specifier at TAGGART / Archtiects
North Little Rock, AR, US25+ -
Robert Mathis
Chief Legal Officer at Brown & Brown Insurance
Daytona Beach, FL, US23 -
Billy Mathis
Facilities Management Consultant at Aramark
Irving, TX, US44 -
Billy Mathis
Real Estate Agent at United Real Estate
Louisa, VA, US11
Top The Cardboard Connection Employees
-
William Mathis
Chief Executive Officer at The Cardboard Connection
Ponte Vedra Beach, FL, US35 -
David Treutel
Editor at The Cardboard Connection
Washington, DC, US34
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
