William Webb Location
- Illinois, United States
William Webb Work
- 2022 - now Chief Compliance Officer @ Cabot Lodge Securities, LLC
- 2020 - now Chief Compliance Officer @
- 2019 - now Financial Services Consultant and Expert Witness @ Bates Group, LLC and Independent Consultant
- 2014 - 2019 President @ Bankers Life Advisory Services, Inc, and Bankers Life Securities, Inc.
- 2012 - 2014 Securities Consultant @
- 1995 - 2014 Freelance Writer and Author @ Freelance Writer
- 2001 - 2012 Chief Financial Officer @
- 2007 - 2012 Assistant Treasurer @ Allstate Financial Advisors, LLC
- 2001 - 2012 Treasurer @ Allstate Distributors, LLC
- 1999 - 2001 Chief Compliance Officer @ Nike Securities, LLC now First Trust
- 1990 - 1999 Branch Chief @
- 1985 - 1988 Compliance examiner @ FINRA
William Webb Education
- Northern Illinois University
MBA (Finance)
1982 - 1983 - Western Illinois University
Bachelor of Business (Marketing)
1978 - 1982
William Webb Skills
- Financial Services
- Investment Advisory
- Securties Industry Expert
- Securities
- Mutual Funds
- Investments
- Life Insurance
- Finance
- Insurance
- Fixed Annuities
- Financial Risk
- Financial Advisory
- Strategic Planning
- Series 63
- Asset Management
- 401k
- Options
- Strategy
- Private Equity
- Equities
- Fixed Income
- Retirement Planning
- Trading
- Financial Accounting
- Retirement
- Financial Planners
- Portfolio Management
- Writing
- Recruiting
- Forecasting
- Strategic Financial Planning
- Alternative Investments
- Investment Management
- Asset Allocation
- Team Management
- Problem Solving
- Teaching
- FINRA
- IRAs
- Series 24
- Uniform Combined State Law
- Variable Annuities
- Series 7
- Relationship Management
- Idea Generation
- Mentoring Of Staff
- Motivation
- Activator
- Employee Benefits
- Hedge Funds
William Webb Summary
- William Webb, based in Illinois, United States, is currently a Chief Compliance Officer at Cabot Lodge Securities, LLC. William Webb brings experience from previous roles at World Equity Group, Bates Group, LLC and Independent Consultant, Bankers Life Advisory Services, Inc, and Bankers Life Securities, Inc. and Regulatory Compliance, LLC. William Webb holds a 1982 - 1983 MBA in Finance @ Northern Illinois University. With a robust skill set that includes Financial Services, Investment Advisory, Securties Industry Expert, Securities, Mutual Funds and more. William Webb has 3 emails and 2 mobile phone numbers on RocketReach.
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