William Wilkinson Email & Phone Number
Founder and President and Managing Principal @ 360 Wealth Management, Inc.
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William Wilkinson Location
- Scottsdale, AZ, US
William Wilkinson Work
- 2005 -now Founder and President and Managing Principal @
- 2003 -2005 OSJ @ Geneos Wealth Management
- 1995 -2003 OSJ @ Round Hill Securities, Inc
- 1992 -1995 Senior Fixed Income Specialist @ McLaughlin, Piven, Vogel Securities, Inc.
William Wilkinson Education
- The American College of Financial Services
ChFC, CLU, CASL (Various aspects of financial planning)
2003-2005 - Northeastern University
BS (International Business, Business Management)
1987-1992
William Wilkinson Skills
- Estate Planning
- Financial Advisory
- Investment Management
- Strategic Planning
- Wealth Management
- Insurance
- Strategy
- Wealth
- Wealth Accumulation
- Retirement
- Investments
- Management
- Leadership
- Portfolio Management
- Finance
- Investment Strategies
- Holistic Financial Planning
- 401k Rollovers
- Buy-sell Agreements
- Banking
- Succession Planning
- Customer Experience
- Retirement Planning
- Investment Advisory
William Wilkinson Summary
- William Wilkinson, based in Scottsdale, AZ, US, is currently a Founder and President and Managing Principal at 360 Wealth Management, Inc.. William Wilkinson brings experience from previous roles at Geneos Wealth Management, Round Hill Securities, Inc and McLaughlin, Piven, Vogel Securities, Inc.. William Wilkinson holds a 2003 - 2005 ChFC, CLU, CASL in Various aspects of financial planning @ The American College of Financial Services. With a robust skill set that includes Estate Planning, Financial Advisory, Investment Management, Strategic Planning, Wealth Management and more. William Wilkinson has 3 emails and 2 mobile phone numbers on RocketReach.
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