William Talley Email & Phone Number

VP, Client Relationship Director @ Voya Financial

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William Talley Location

Atlanta, GA, US

William Talley Work

VP, Client Relationship Director @ (October 2018 - Present)
Managing Director @ (January 2015 - January 2018)
Vice President, Managing Director @ (January 2011 - January 2015)
Relationship Manager @ (January 2008 - January 2011)
Relationship Manager @ (January 2007 - January 2011)
Senior Investment Consultant @ (January 2001 - January 2007)
Senior Investment Consultant @ (January 2005 - January 2008)
Retirement Plan Consultant @ Sentinel Fiduciary Services (January 2003 - January 2005)
Investment Consultant @ (January 1998 - January 2001)
Investment Consultant @ (January 2000 - January 2003)
Investment Advisor @ (January 1997 - January 2000)

William Talley Education

Rollins College
Master of Business Administration - MBA
Auburn University
Bachelor of Science - BS (Business Administration and Management, General)

William Talley Skills

Customer Relationship Management (CRM)
Business Planning
Customer Service
Team Management
Team Leadership
401(k) Retirement Savings Plans
Leadership
Customer Satisfaction
Contract Negotiation
Business Development
Public Speaking
401k
Investments
Financial Services
Retirement Planning
Series 63
ERISA
Defined Contribution
Defined Benefit
Series 6
Mutual Funds
Asset Allocation
Nonqualified Deferred Compensation
Pensions
Project Management
Education
Finance
Financial Analysis
MBA
Trade Associations
Management Practices
Financial Advisory
Policy Writing
Fiduciary
Consulting
Market
Winter
Fixed Annuities
Non Qualified
Insurance
Vendors
Retirement Benefits
Net
On Site
Cost
Fee
Investment Research
Oversight
Implementation Methodology
Aol
Business Administration
Sales and Marketing
Construction
Leveling
Legal
Dynamics
Customer Support
Organizational Structure
New Service
Florida
Sentinel
Search
Management
Revenue
CRM
Investment Management
Committees
Auditing
Talks
Investment Policy
Pennsylvania
Execution
Lecturing
Fiduciary Services
Philadelphia
Portfolio Management
Certified Investment Management Analyst
Business Services
Relationship Management
Atlanta
Institutional Investments
Reports
Strategy
Investment Policy Statements
Non Qualified Deferred Compensation
Strategies
Taft Hartley
Variable
New Business Development
Asset Management
Scottsdale
Orlando
Conferences
Performance Reporting
System Monitoring
Service Providers
Reporting
Stakeholders
Service Delivery
Analysis
Campaigns
Written
Financial Markets
Handling Money
Concepts
Portfolio Optimization
RFP
Retail
Money Managers
Accountability
Vendor Relations
Legislative Relations
Debate
Fidelity
Client Services
Communication
Endowments
Contemporary Art
Negotiation
Energy
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Retirement Plan Consulting
Colorado
Investment Advisory Services
Safeguard
Project Planning
Governance
Covering
Pricing
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Project Teams
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Presenter
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Software
Trustees
Addressing
Proposal Writing
Organizational Behavior
Interviews
Asset
Due Diligence
Foundations
Cost Benefit
Conceptual Modeling
Meetings
Delivery
Retirement
Evaluation
CIMA
Securities

William Talley Summary

William Talley, based in Atlanta, GA, US, is currently a VP, Client Relationship Director at Voya Financial. William Talley brings experience from previous roles at Investment Research & Advisory Group, Inc., Fidelity Investments and Vanguard. William Talley holds a Master of Business Administration - MBA @ Rollins College. With a robust skill set that includes Customer Relationship Management (CRM), Business Planning, Customer Service, Team Management, Team Leadership and more. William Talley has 2 emails and 2 mobile phone numbers on RocketReach.