William Wise Location
Ridgefield, CT, US
William Wise Work
- 2022 - now Director @ Fenimore Asset Management
- 2020 - 2021 Vice President @ Tandem Wealth Advisors
- 2019 - 2020 National Accounts Manager @ Algorithmic Investment Models LLC (AIM)
- 2018 - 2019 National Retirement Consultant @ Algorithmic Investment Models LLC (AIM)
- 2017 - 2018 Sr. Retirement Consultant @ Algorithmic Investment Models LLC (AIM)
- 2015 - 2017 Sales Consultant Northeast @ Algorithmic Investment Models LLC (AIM)
- 2010 - 2015 Rollover Specialist @ COPILOT Provider Support Services, Inc
- 2008 - 2010 Wood Logan Sales Support @ John Hancock Financial Services
- 2006 - 2008 Annuity Specialist @ John Hancock Financial Services
William Wise Education
- Trinity College-Hartford
- Suffield Academy
- Cathedral High School - Springfield, MA
William Wise Skills
- Series 63
- Investments
- Fixed Annuities
- Financial Services
- Retirement Planning
- Sales
- 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 Series 63, Investments, Fixed Annuities, Financial Services, Retirement Planning and more. William Wise has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Fenimore Asset Management Employees
-
Anne Putnam
Chief Executive Officer at Fenimore Asset Management
Cobleskill, NY, US22 -
Tom Putnam
Founder at Fenimore Asset Management
Cobleskill, NY, US14 -
24
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Makayla Tebano
Vice President Marketing at Fenimore Asset Management
Schenectady, NY, US25+ -
William Wise
Director at Fenimore Asset Management
Ridgefield, CT, US22 -
14
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Matthew Laverty
Controller at Fenimore Asset Management
Albany, NY, US13 -
Andrew Boord
Portfolio Manager at Fenimore Asset Management
Memphis, TN, US15+ -
35+
-
Dusty Putnam
Vice president at Fenimore Asset Management
Cobleskill, NY, US23 -
Kevin Gioia
Portfolio Manager at Fenimore Asset Management
Schenectady, NY, US33 -
Bill McCartan
Retired at Fenimore Asset Management
Delmar, NY, US22 -
23
-
Joe Leroy
Investor Relations at Fenimore Asset Management
Cobleskill, NY, US22 -
Shaun Fagant
Regional Director at Fenimore Asset Management
Albany, NY, US25+
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