William Considine
Garden City
Summary
Results-driven Retirement Plans Consultant with expertise in strategic planning and client engagement. Proven ability to enhance decision-making through comprehensive risk assessments and best practices implementation. Strong analytical skills and experience across diverse industries, specializing in qualified assets and retirement income benefits. Recognized for mentoring advisors and delivering tailored financial solutions that improve client relationships.
Overview
18
18
years of professional experience
Work History
RVP Retirement Plans Consultant
Ameriprise Financial
06.2008 - Current
- Lead strategic financial planning initiatives to optimize client's Retirement Income Strategies.
- Developed comprehensive risk assessments to enhance client decision-making processes.
- Collaborated with Leading Ameriprise Financial Wealth Practices to implement process improvements and streamline engagement for Qualified Asset Transfers .
- Mentored Financial Advisors on best practices for client relationship management and engagement strategies.
- Designed customized financial solutions that addressed diverse client needs and objectives.
- Facilitated workshops to educate clients on Retirement Income Strategies and adaptive withdrawal concepts to maximize clients benefits.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed client relationships through regular check-ins and updates on project progress.
Education
Master of Arts - Accounting
Manhattan College
Bronx, NY06-1996
Bachelor of Science - Finance And Marketing
Boston College
Chestnut Hill, MA05-1991
Skills
- Problem-solving
- Team leadership & development
- Client relationships
- Analytical thinking
- Strategic planning
- Public speaking
- Client engagement
- Analysis & evaluation
- Best practices implementation
- Processes and procedures
- Subject matter expert
- Attention to detail
Timeline
RVP Retirement Plans Consultant
Ameriprise Financial
06.2008 - Current
Master of Arts - Accounting
Manhattan College
Bachelor of Science - Finance And Marketing
Boston College
Mid Atlantic Territory
New York to North Carolina
Oversee 1400+ Advisors
Consistently Top Sales Performer - Over $9,000,000,000 for IRA, Defined Contribution and Defined Benefit Plans for 2025