Sr. Relationship Consultant At Osaic
Current
May 2024 - Present
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Bill Macdougall Email & Phone Number
Sr. Relationship Consultant @ Osaic | Managed Accounts
at
Osaic
1 work email found
@lfg.com
2 phones found area 603
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Relationship Consultant @ Osaic | Managed Accounts
Location
Concord, New Hampshire, United States
Who is Bill Macdougall? Overview
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Quick answer
Bill Macdougall is listed as Sr. Relationship Consultant @ Osaic | Managed Accounts at Osaic, based in Concord, New Hampshire, United States. AeroLeads shows a work email signal at lfg.com, phone signal with area code 603, and a matched LinkedIn profile for Bill Macdougall.
Bill Macdougall previously worked as Sr. Relationship Consultant at Osaic at Osaic and Sr. Relationship Consultant at Lincoln Financial Network. Bill Macdougall holds Bachelor Of Science, Major: Business Administration Minor: Professional Communications from Plymouth State University.
Company email context
Email format at Osaic
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{first}.{last}@lfg.com
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Profile bio
About Bill Macdougall
With over 10 years of experience in the financial services industry, I am a passionate and driven Sr. Relationship Consultant at Osaic. My core competencies include relationship building/management, financial technology, and investment product knowledge. I enjoy working with LFN's top advisory financial planners in the Northeast, Great Lakes & Central divisions, helping them grow their businesses and serve their clients. I believe in LFN's mission of empowering people to take charge of their financial futures, and I bring diverse perspectives and experiences to the team.In my current role, I serve as the primary resource for Osaic/Lincoln Wealth’s fee-based, asset management platform, which has over $30B in assets under management. I consult financial advisors on how to conduct fee-based business, improve their practice, and generate revenue. I also conduct hands-on training, present on a wide range of topics, and act as a product, sales, and technology liaison for my territory. I leverage my skills in relationship building/management, financial technology, and investment product knowledge to create and deliver value-added solutions for LFN and its advisors.
Listed skills include Cold Calling, Sales, Microsoft Office, Customer Service, and 30 others.
Current workplace
Bill Macdougall's current company
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8 roles
Bill Macdougall work experience
A career timeline built from the work history available for this profile.
Sr. Relationship Consultant
Serving as the primary resource for LFN's top advisory financial planners in the Northeast, Great Lakes & Central divisions.
Jul 2022 - May 2024
Sr Advisory Consultant
Responsible for driving sales and supporting existing business for a $30B managed account platform. Consult financial advisors on how to conduct fee based, asset management business to improve their practice and generate revenue. Conduct hands on training with financial advisors in my region. Present on a wide range of topics at regional and national broker dealer meetings. Act as a product, sales & technology liaison for financial advisors in my territory.
Jan 2015 - Jul 2022
Sales And Business Development Associate
Field inbound calls regarding securities products, product placement and business development. Develop and maintain sales and revenue reports for internal and external clients. Create and deliver weekly marketing promotions to home office employees and over 3,000 Financial Advisors. Run and support sales and business development initiatives designed to increase education and revenue.
Dec 2013 - Dec 2014
Investment Services Representative
Member of an active inbound service and trade phone team fielding questions from clients and registered representatives. Additional responsibilities included providing support to the processing team as needed, as well as knowing the day to day broker dealer processes inside and out.
Oct 2012 - Dec 2013
Investment Services Administrator
Sep 2011 - Oct 2012
Apr 2011 - Aug 2011
Assistant Men'S Varsity Ice Hockey Coach
Assistant Coach during the 2010-2011 Ice Hockey Season
Sep 2010 - Apr 2011
1 education record
Bill Macdougall education
-
Plymouth State University
FAQ
Frequently asked questions about Bill Macdougall
Quick answers generated from the profile data available on this page.
What company does Bill Macdougall work for?
Bill Macdougall works for Osaic.
What is Bill Macdougall's role at Osaic?
Bill Macdougall is listed as Sr. Relationship Consultant @ Osaic | Managed Accounts at Osaic.
What is Bill Macdougall's email address?
AeroLeads has found 1 work email signal at @lfg.com for Bill Macdougall at Osaic.
What is Bill Macdougall's phone number?
AeroLeads has found 2 phone signal(s) with area code 603 for Bill Macdougall at Osaic.
Where is Bill Macdougall based?
Bill Macdougall is based in Concord, New Hampshire, United States while working with Osaic.
What companies has Bill Macdougall worked for?
Bill Macdougall has worked for Osaic, Lincoln Financial Network, Lincoln Financial Securities, Cbeyond, and Plymouth State University.
How can I contact Bill Macdougall?
You can use AeroLeads to view verified contact signals for Bill Macdougall at Osaic, including work email, phone, and LinkedIn data when available.
What schools did Bill Macdougall attend?
Bill Macdougall holds Bachelor Of Science, Major: Business Administration Minor: Professional Communications from Plymouth State University.
What skills is Bill Macdougall known for?
Bill Macdougall is listed with skills including Cold Calling, Sales, Microsoft Office, Customer Service, Powerpoint, Microsoft Excel, Social Media, and Public Speaking.
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