William Wolfson Email & Phone Number
Advisor, Managing Partner @ Paramount Financial Group, LLC
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William Wolfson Location
- Philadelphia, PA, US
William Wolfson Work
- 2012 - now Advisor, Managing Partner @
- 2017 - 2020 DIRECTOR OF COMMERCIAL LENDING @ STRATEGIC FUNDING FINANCIAL
- 2011 - 2012 Vice President, Financial Advisor @
- 2009 - 2011 Managing Director Investments @
- 2007 - 2009 First Vice President Financial Advisor @
- 2001 - 2007 Senior Vice President Investments @
- 1997 - 2001 Financial Advisor @
- 1992 - 1997 National Sales Director @
William Wolfson Education
- Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.) (Business/Corporate Communications)
1986 - 1990 - Rutgers University
Bachelor of Arts - BA (Communication and Media Studies)
1986 - 1990 - University of Hawaii at Manoa
Exchange (Communication and Media Studies)
1989 - 1989
William Wolfson Skills
- Financial Services
- Strategic Financial Planning
- Finance
- Retirement Planning
- Insurance
- Asset Management
- Risk Management
- Business Development
- Sales
- Portfolio Management
- Sales Management
- Strategic Planning
- Cash Management
- Financial Analysis
- Sales Process
- Credit Analysis
- Asset Managment
- Commercial Banking
- Business Analysis
- Business Intelligence
- Business Strategy
- Succession Planning
- Microsoft Office
- Management
- Leadership
- Relationship Management
- Underwriting
- Title Insurance
- Real Estate
- Mortgage Lending
- SBA
- Treasury Services
William Wolfson Summary
- William Wolfson, based in Philadelphia, PA, US, is currently a Advisor, Managing Partner at Paramount Financial Group. William Wolfson brings experience from previous roles at STRATEGIC FUNDING FINANCIAL, PNC, Fulton Financial Corporation and Morgan Stanley Smith Barney. William Wolfson holds a 1986 - 1990 Bachelor of Arts (B.A.) in Business/Corporate Communications @ Rutgers, The State University of New Jersey-New Brunswick. With a robust skill set that includes Financial Services, Strategic Financial Planning, Finance, Retirement Planning, Insurance and more. William Wolfson has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Paramount Financial Group, LLC Employees
William Wolfson
Advisor, Managing Partner
Philadelphia, PA, US
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