Based in Atlanta, Bill brings over 40 years of sales, marketing, operations, customer service and general management experience to financial services organizations helping them  solve their most important strategic challenges.

 

Bill was most recently Divisional Vice President of MassMutual Retirement Plan Services, in multiple sales, distribution and sales operations roles driving strategic growth initiatives. Previously he was with Hartford, John Hancock, Manulife, Allmerica Financial, General American, Colonial Mutual Funds and Hyatt Hotels. 

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Bill earned a B.S. in Business Administration from the University of Denver and an MBA from Emory’s Goizueta Business School. He is licensed for Life and Variable Products in Georgia and holds FINRA Series 6, 7, 26, 63 and 65 securities licenses.

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He is a lifelong lacrosse fan, player and coach, growing up in Baltimore, MD. He has three wonderful kids, 3 grandkids and enjoys weekends with his wife Anne. When he’s not grilling up something tasty for dinner on the weekends you can find him on his road or mountain bikes cruising around Atlanta, at a yoga studio or in the pool doing laps.