Bill Kennedy Email and Phone Number
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PROFESSIONAL PROFILE- Expertise in mutual fund, separately managed account, alternative and exchange traded fund distribution with highest annual territory sales over $1B- Strategic partner with wealth management and registered investment advisors for consistent sales goals achievement- Advanced client relationship management techniques for client attraction and retention- Innovative problem resolution, detailed analysis and influential communication skills- Series 7 and 63; level 3 CIMA candidateContact me at 917.753.4279 or billy.e.kennedy@gmail.com.
Goldman Sachs
View- Website:
- goldmansachs.com
- Employees:
- 59372
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Vice President, Regional DirectorGoldman Sachs Oct 2017 - PresentOhio/Kentucky/West VirginiaResponsible for distributing Goldman Sachs Asset Management investment capabilities to Wealth Management advisors throughout Ohio, Kentucky and West Virginia. -
VpFred Alger Management, Inc. Feb 2016 - Oct 2017Responsible for distributing Alger's investment solutions throughout Ohio and Pennsylvania. -
Executive DirectorJp Morgan Asset Management Apr 2005 - Jan 2016Columbus, Ohio Area- Wealth Management Client Advisor, Executive Director, 2011 - 2015Consistently grew and maintained sales of J.P. Morgan mutual funds, separately managed accounts, hedge funds and ETFs to Wealth Management Advisors throughout Ohio and West Virginia. Incorporated business intelligence and knowledge of region to cultivate new million dollar and multiproduct producer relationships.- Bank Channel Advisor, VP, 2006 - 2011Provided leadership and management of Manhattan, NY territory sales of J.P. Morgan mutual funds and separately managed accounts to Bank Advisors accountable for Client attraction, growth and retention. Doubled Annual Sales of territory 2006 to 2011.- Trade Coordinator, Associate, 2005 - 2006Created and executed large, high volume block orders in Assets Under Management (AUM). Processed daily transactions, including cash and security deposits and withdrawals. -
VpIng Investment Management 2002 - Apr 2005Greater New York City Area -
Assistant VpSmith Barney 1997 - 2002Greater New York City Area
Bill Kennedy Skills
Bill Kennedy Education Details
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Finance Administration
Frequently Asked Questions about Bill Kennedy
What company does Bill Kennedy work for?
Bill Kennedy works for Goldman Sachs
What is Bill Kennedy's role at the current company?
Bill Kennedy's current role is Goldman Sachs Asset Management.
What is Bill Kennedy's email address?
Bill Kennedy's email address is wi****@****ink.net
What is Bill Kennedy's direct phone number?
Bill Kennedy's direct phone number is +134727*****
What schools did Bill Kennedy attend?
Bill Kennedy attended Wagner College.
What skills is Bill Kennedy known for?
Bill Kennedy has skills like Sales, Leadership, Bloomberg, Separately Managed Accounts, Trading, Investments, Portfolio Management, Asset Management, Series 7, Level 3 Cima Candidate, Hedge Funds, Exchange Traded Funds.
Who are Bill Kennedy's colleagues?
Bill Kennedy's colleagues are Emily Zhang, Rachel D'cunha, Kelly Chan, Will Skelton, Yanni Benseghir, Xing Zhu, Cpa, Karla Sofia Perez.
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