William Wagner Email & Phone Number
Workforce Management @ Lighthouse Works Inc.
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William Wagner Location
- Longwood, FL, US
William Wagner Work
- 2020 -2021 Mission Control Analyst @
- 2009 -2010 Sr Vice President of Advisor Support amd Marketing @ Holland Financial
- 2023 -2023 Workforce Management @
- 2021 -2023 Forecasting and Scheduling Workforce Analyst @
- 2016 -2017 Workforce Management Specialist @
- 2017 -2017 Currently looking for my next adventure
- 2018 -2020 Operations Support Manager @
- 2024 -now Workforce Management @
- 2010 -2011 Sales Manager @ Delaney Park Financial
- 2011 -2016 Manager and Coach for Independence Blue Cross Sales @ Optum
- 2002 -2009 Financial Advisor @
William Wagner Education
- University of Central Florida
CFP (Financial Planning)
2009-2010 - UCF College of Business
MBA (Management)
1998-1999 - University of Central Florida
Master of Business Administration - MBA (Business Administration and Management, General)
1999 - University of Central Florida
Executive MBA (Business Administration and Management, General)
1999 - Florida Southern College
BSBA (Finance & Computer Systems Mgmt)
1990-1992
William Wagner Skills
- Strategic Planning
- Retirement
- Business Development
- Sales Management
- Investments
- Project Management
- Insurance
- Customer Service
- Team Building
- Strategic Financial Planning
- Asset Allocation
- Banking
- Budgets
- Estate Planning
- Business Planning
- Finance
- Financial Advisory
- Financial Services
- Financial Analysis
- IRAs
- Fixed Annuities
- Investment Advisory
- Marketing
- Retirement Planning
- Risk Management
- Sales
- Small Business
- Wealth Management
- Financial Planning
- Management
- Leadership
- Process Improvement
- Microsoft Excel
- Customer Satisfaction
- Account Management
- Vendor Management
- Public Speaking
William Wagner Summary
- William Wagner, based in Longwood, FL, US, is currently a Workforce Management at Lighthouse Works. William Wagner brings experience from previous roles at AllianceOne, Holland Financial, The Difference Card and Advent Health Partners. William Wagner holds a 2009 - 2010 CFP in Financial Planning @ University of Central Florida. With a robust skill set that includes Strategic Planning, Retirement, Business Development, Sales Management, Investments and more. William Wagner has 2 emails and 2 mobile phone numbers on RocketReach.
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