William Shockley Sr. Email & Phone Number
RVP - Financial Services - Success Management @ Salesforce
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William Shockley Sr. Location
- Fairfield, CT, US
William Shockley Sr. Work
- 2023 -now RVP - Financial Services - Success Management @
- 2023 -2023 Director and Portfolio Leader - Strategic Banking and Wealth @
- 2022 -2023 Director and Portfolio Leader - Wealth and Asset Management @
- 2021 -2022 Director and Portfolio Leader, Enterprise Banking @
- 2017 -2021 Director, Customer Success - Strategic Banking - Financial Services @
- 2016 -2017 Director - Technology Product Management @
- 2014 -2016 Director - Strategic Business Development and M and A @
- 2011 -2014 Director - Digital Strategy and U.S. Sales Operations @
- 2007 -2011 Vice President, U.S. Retail Sales Operations and Product Development @
- 2005 -2007 Assistant Vice President and Senior Business Analyst, Private Client Technology @
- 2003 -2005 Assistant Vice President and Development Manager, Retail Web @
- 2000 -2003 Assistant Vice President and Manager, Customer Service Automation @
- 1998 -2000 Project Manager and Business Analyst @
- 1997 -1998 Infrastructure Engineering @
William Shockley Sr. Education
- Plymouth State University
BS (Business Management)
1993-1997
William Shockley Sr. Skills
- Asset Management
- Strategy
- Alternative Investments
- CRM
- Mutual Funds
- Business Analysis
- Vendor Management
- Sales Operations
- Equities
- Financial Services
- Asset Allocation
- Investments
- Portfolio Management
- Fixed Income
- Project Management
- Separately Managed Accounts
- Investment Management
- Asset Managment
- Analytics
- Business Development
- Business Relationship Management
- Product Development
- Customer Success
- Customer Experience
- Strategic Planning
- Customer Relationship Management (CRM)
- Salesforce.com
- SQL
- Marketing
- Microsoft Excel
- Java
- Separately Managed
William Shockley Sr. Summary
- William Shockley Sr., based in Fairfield, CT, US, is currently a RVP - Financial Services - Success Management at Salesforce. William Shockley Sr. brings experience from previous roles at Salesforce. William Shockley Sr. holds a 1993 - 1997 BS in Business Management @ Plymouth State University. With a robust skill set that includes Asset Management, Strategy, Alternative Investments, CRM, Mutual Funds and more. William Shockley Sr. has 4 emails on RocketReach.
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