Registered Financial and Registered Investment Advisory Representative @ (June 2004 - December 2010)
Vice President, Human Resources, Investor and Corporate Communications @ (January 1998 - January 2002)
Director, Investor Relations @ Top Source Technologies (January 1994 - January 1997)
Vice President @ Smith Barney Prudential Securities (January 1989 - January 1994)
Financial Representative @ (January 1986 - January 1989)
William Roll Education
University of Oxford
(Politics, Economics, Philosophy)
1985-1986
Denison University
Bachelor of Arts (Economics)
1980-1984
Durham Academy 1977-1980
William Roll Skills
401k
Alternative Investments
Analysis
Asset Allocation
Asset Management
Asset Managment
Finance
Financial Advisory
Financial Planners
Financial Planning
Fixed Annuities
Hedge Funds
Insurance
Investment Advisory
Investment Management
Investment Policy Statements
Investment Strategies
Investments
Mutual Funds
Portfolio Management
Retirement
Retirement Planning
Securities
Series 63
Series 7
Strategic Financial Planning
Strategy
Wealth Management
William Roll Summary
William Roll, based in Brewster, NY, US, is currently a Co-Founder, President at 401k Retirement Partners. William Roll brings experience from previous roles at Nationwide Planning Associates, Inc., American Portfolios, Avm/Actv s.p.a. Venezia and Top Source Technologies. William Roll holds a 1985 - 1986 University of Oxford. With a robust skill set that includes 401k, Alternative Investments, Analysis, Asset Allocation, Asset Management and more. William Roll has 2 emails on RocketReach.
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