William Weese Email & Phone Number
Executive Director - Sales Manager @ 55ip
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William Weese Location
- Boston, MA, US
William Weese Work
- Executive Director - Sales Manager @ (September 2023 - Present)
- SVP Director Intermediary Sales @ (July 2020 - September 2023)
- Director Advisory Sales and Marketing @ (November 2013 - September 2023)
- Principal @ Institutional Manager Resource LLC (August 2011 - June 2014)
- Senior Enterprise Consultant @ (January 2005 - August 2011)
- Regional Sales North East @ (January 2004 - January 2005)
- Regional Director Mid Atlantic @ (January 1999 - January 2004)
- Regional Sales North West @ (January 1996 - January 2001)
William Weese Education
- University of Maine
BA English Edu
1992-1994 - Le Moyne College 1991-1992
William Weese Skills
- Customer Success
- Regulatory Compliance
- Business Intelligence (BI)
- Project Implementation
- Financial Analysis
- Cost Savings Strategies
- Change Management
- Due Diligence
- Cross-functional Team Leadership
- Contract Negotiation
- Sales
- Key Account Relationship Building
- Asset Allocation
- Financial Services
- Wealth Management
- Separately Managed Accounts
- Asset Manager Consulting
- RIA Platform Consulting
- Investment Advisory
- Project Coordination
- New Business Development
- Financial Advisory
- Business Development
- Fixed Income
- Strategic Planning
- Sales Management
- Investment Strategies
- Account Management
- Finance
- Investment Advisory Services
- Strategy
- Analytical Skills
- Equity Trading
- National Accounts
- Financial Markets
- Leadership
- SaaS Sales
- Sales & Marketing
- Management
- National Account Management
- Banking Relationships
- Product Development
- Project Management
- Collaborative Leadership
- TAMP
- Marketing
- Marketing Strategy
- FinTech
- Collaborative Problem Solving
- Consultative Selling
William Weese Summary
- William Weese, based in Boston, MA, US, is currently a Executive Director - Sales Manager at 55ip. William Weese brings experience from previous roles at F/m Acceleration, LLC, Genoa Asset Management, LLC, Institutional Manager Resource LLC and Envestnet Asset Management. William Weese holds a 1992 - 1994 BA English Edu @ University of Maine. With a robust skill set that includes Customer Success, Regulatory Compliance, Business Intelligence (BI), Project Implementation, Financial Analysis and more. William Weese has 2 emails and 4 mobile phone numbers on RocketReach.
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