William Wise Email & Phone Number
Director @ Fenimore Asset Management
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William Wise Location
- Ridgefield, CT, US
William Wise Work
- Director @ (September 2022 - Present)
- Vice President @ Tandem Wealth Advisors (September 2020 - August 2021)
- National Accounts Manager @ (December 2019 - September 2020)
- National Retirement Consultant @ (January 2018 - December 2019)
- Sr. Retirement Consultant @ (January 2017 - January 2018)
- Sales Consultant Northeast @ (February 2015 - October 2017)
- Rollover Specialist @ (November 2010 - February 2015)
- Wood Logan Sales Support @ (December 2008 - November 2010)
- Annuity Specialist @ (December 2006 - December 2008)
William Wise Education
- Trinity College-Hartford
- Suffield Academy
- Cathedral High School - Springfield, MA
William Wise Skills
- Financial Services
- Fixed Annuities
- Investments
- Retirement Planning
- Sales
- Series 63
- Series 7
William Wise Summary
- William Wise, based in Ridgefield, CT, US, is currently a Director at Fenimore Asset Management. William Wise brings experience from previous roles at Tandem Wealth Advisors and Beaumont Capital Management (BCM). William Wise holds a Trinity College-Hartford. With a robust skill set that includes Financial Services, Fixed Annuities, Investments, Retirement Planning, Sales and more. William Wise has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Fenimore Asset Management Employees
Chris la Porta
Director - Private Client Group
Cobleskill, NY, US
William Wise
Director
Ridgefield, CT, US
Michael Balboa
Chief Financial Officer
Albany, NY, US
Keith Cataldo
Director of Trading and Operations
Cobleskill, NY, US
Bryan Engler
Senior Investment Analyst
Scottsdale, AZ, US
William Preston
Director of Research
Albany, NY, US
Palmer Fargnoli
Regional Sales Director
Albany, NY, US
Andrew Boord
Portfolio Manager
Memphis, TN, US
Anne Putnam
Chief Executive Officer
Cobleskill, NY, US
Tom Putnam
Founder
Cobleskill, NY, US
Jim Haley
Senior Director
Charleston, SC, US
Frank Privitera
Marketing and Community Relations
Cobleskill, NY, US
Marc Roberts
Portfolio Manager of the FAM Value Fund
New York, NY, US
Christian Snyder
President
Saratoga Springs, NY, US
Matthew Laverty
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Albany, NY, US
Shaun Fagant
Regional Director
Albany, NY, US
Makayla Tebano
Vice President Marketing
Schenectady, NY, US
Liza Baran
Director of Shareholder ServicesandOperations
Albany, NY, US
Carina Trudell
Senior Operations Associate
Albany, NY, US
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