William Schindler Email & Phone Number
Managing Partner, Private Wealth Advisor @ Capital Legacy Partners, LLC
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William Schindler Location
- Collegeville, PA, US
William Schindler Work
- 2024 -now Managing Partner, Private Wealth Advisor @
- 2022 -2024 Managing Director, Private Wealth Advisor @
- 2014 -2022 Wealth Management Advisor @
- 2012 -2014 Financial Advisor @
- 2010 -2012 Financial Advisor @
- 2002 -2010 Financial Advisor @
- 2000 -2002 Vice President, Financial Advisor @
- 1990 -2000 Financial Advisor @
- 1984 -1986 Hub Operations Supervisor @
William Schindler Education
- Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA) (Business, Management, Marketing, and Related Support Services)
1983-1986 - Drexel University's LeBow College of Business
(Marketing/Marketing Management, General)
1981-1983
William Schindler Skills
- Customer Service
- Retirement
- Small Business
- Insurance
- Financial Services
- Securities
- Finance
- Retirement Planning
- Mutual Funds
- Risk Management
- Sales
- Leadership
- Financial Advisory
- Public Speaking
- Financial Planning
- Investments
- Strategic Planning
- Investment Advisory
- Wealth Management
- Life Insurance
- Microsoft Office
William Schindler Summary
- William Schindler, based in Collegeville, PA, US, is currently a Managing Partner, Private Wealth Advisor at Capital Legacy Partners, LLC. William Schindler brings experience from previous roles at Semus Wealth Partners, LLC, MassMutual Greater Philadelphia, Lincoln Financial Group and Woodbury Financial Services. William Schindler holds a 1983 - 1986 Bachelor of Business Administration (BBA) in Business, Management, Marketing, and Related Support Services @ Temple University - Fox School of Business and Management. With a robust skill set that includes Customer Service, Retirement, Small Business, Insurance, Financial Services and more. William Schindler has 2 emails and 3 mobile phone numbers on RocketReach.
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