William McCoach
Bryn Mawr,PA
Summary
Dynamic and results-driven financial professional with a proven track record at Maverick Fund Solutions and Quaker Funds. Excelled in developing strategic financial plans and compelling sales presentations, significantly enhancing asset growth. Adept at building relationships and an effective public speaker, consistently achieving and surpassing goals through innovative strategies and team leadership.
Overview
39
39
years of professional experience
Work History
Regional Director
Maverick Fund Solutions
Bryn Maw, PA
04.2017 - Current
- Responsible for a territory comprised of Eastern PA, Southern. New Jersey and Delaware.
- I represent boutique money managers and present the various strategies to financial advisors in my territory.
- Desig compelling sales presentations that are focused on asset growth for the managers we represent.
.
Senoir Vice President
Quaker Funds
Malvern, PA
04.2004 - 03.2017
- Developed and implemented strategies for expanding the organization's market reach.
- Oversaw a team of 10 in the marketing of mutual fund investment strategies.
- The goal was to raise assets for the managers we represented
Financial Advisor
Wachovia Securities
Conshohocken, PA
01.1999 - 02.2004
- Developed financial plans and strategies tailored to clients' individual needs.
Financial Advisor
Prudential Securities
Allentown, PA
07.1992 - 12.1998
- Developed financial plans and strategies tailored to clients' individual needs.
- Branch training manager responsible for the development of newly hired financial advisors
Financial Advisor
EF Hutton
Allentown, PA
06.1985 - 07.1992
- Developed financial plans and strategies tailored to clients' individual needs.
Education
Bachelor of Science - Business
Moravian University
Bethlehem, PA05-1978
Skills
- Highly skilled in building relationships
- Talented in developing sales presentations
- Effective public speaker
Timeline
Regional Director
Maverick Fund Solutions
04.2017 - Current
Senoir Vice President
Quaker Funds
04.2004 - 03.2017
Financial Advisor
Wachovia Securities
01.1999 - 02.2004
Financial Advisor
Prudential Securities
07.1992 - 12.1998
Financial Advisor
EF Hutton
06.1985 - 07.1992
Bachelor of Science - Business
Moravian University
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