William Mathis Email & Phone Number
Chief Executive Officer @ The Cardboard Connection
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William Mathis Location
- Ponte Vedra Beach, FL, US
William Mathis Work
- 2022 -now Chief Executive Officer @
- 2020 -2022 Chief Financial Officer @
- 2018 -2022 Financial Advisor @
- 2008 -2018 Investment Specialist @
- 2007 -2008 Financial Advisor @
- 2006 -2007 Adviser @
- 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)
2007-2008 - Southern Methodist University
Bachelor of Science (B.S.) (Psychology)
2002-2006 - Southern Methodist University
Bachelor of Science (B.S.) (Economics)
2002-2006 - Southern Methodist University
B.S.F.A. (Economics)
2001-2006 - Southern Methodist University
B.A. (Psychology)
2001-2006 - East Texas A&M University
CELI (Real Estate)
2004-2005 - The Lovett School
Diploma (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
- Asset Allocation
- Financial Services
- Fixed Annuities
- Financial Planners
- Investment Strategies
- Fixed Income
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Financial Advisory
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 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.
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