William Wolfson Email & Phone Number
Managing Partner @ Paramount Financial Group, LLC
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William Wolfson Location
- Philadelphia, PA, US
William Wolfson Work
- Managing Partner @ (July 2012 - Present)
- Director of Commercial Lending @ Strategic Funding Financial Services LLC (February 2017 - December 2020)
- Vice President, Financial Advisor @ (April 2011 - July 2012)
- Managing Director Investments @ (June 2009 - March 2011)
- First Vice President Financial Advisor @ (August 2007 - June 2009)
William Wolfson Education
- Rutgers University
Bachelor of Arts (B.A.) (Business/Corporate Communications)
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 Managing Partner at Paramount Financial Group. William Wolfson brings experience from previous roles at Strategic Funding Financial Services LLC, PNC, Fulton Financial Corporation and Citigroup Global Capital Markets Inc.. William Wolfson holds a 1986 - 1990 Bachelor of Arts (B.A.) in Business/Corporate Communications @ Rutgers University. With a robust skill set that includes Financial Services, Strategic Financial Planning, Finance, Retirement Planning, Insurance and more. William Wolfson has 5 emails and 2 mobile phone numbers on RocketReach.
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Top Paramount Financial Group, LLC Employees
William Wolfson
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Philadelphia, PA, US
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