Please complete the CAPTCHA to continue
@blueskyresearch.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Bill George is listed as Financial Services Professional at Blue Sky Research Services, based in Los Angeles County, California, United States. AeroLeads shows a work email signal at blueskyresearch.com and a matched LinkedIn profile for Bill George.
Bill George previously worked as Founder at Blue Sky Research Services and Western Region Director - Institutional Sales at Midwood Securities, Inc.. Bill George holds Bs, Finance from California State University Northridge.
This section adds company-level context without repeating Bill George's masked contact details.
AeroLeads found 1 current-domain work email signal for Bill George. Compare company email patterns before reaching out.
I have worked for three nationally known investment consulting firms, and I have also worked for three of the nations largest third-party (agency only) institutional brokerage firms. This experience provides me with a solid understanding of the critical aspects of asset management, investment research and institutional brokerage.Specialties: Investment performance analysis, execution cost analysis, soft dollar brokerage, investment research contribution / impact analysis.
Listed skills include Mutual Funds, Equities, Series 7, Investments, and 19 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
At Blue Sky Research Services I use my 30+ years of brokerage and investment consulting industry experience to assist investment managers and broker dealers in identifying actionable research services and critical resources for investment decision making. I am an institutional broker and am familiar with all aspects of third-party soft dollar brokerage.
Sales and marketing of institutional brokerage services and third-party (independently produced) investment research to trust companies, mutual funds, and pension investment advisors. The territory I covered was the western region: Denver west (including Hawaii) and Canada to the Mexico border. (see, http://www.midwood.com/ )
I joined Lynch Jones & Ryan in early 1997 as a V.P. of Institutional Sales covering institutional asset managers on the eastern seaboard from Hartford, CT to Memphis, TN including Baltimore and Washington D.C. Prior to 1997 LJR had specialized in institutional "directed brokerage", and LJR’s clients were primarily plan sponsor organizations which.
Hoenig Group was an institutional agency brokerage firm (did not act as principal in transactions). I was Regional Director of Institutional Sales. My region was the Western U.S. including Hawaii and Alaska. I presented and sold independently produced investment research services and investment research technology to investment advisors at bank trust.
At Wilshire Associates I performed functions similar to those I had at SEI Financial Services. I consulted with institutional investment advisors managing equity portfolios for trust companies, pension plans and mutual funds and I recommended Wilshire Associates portfolio constructon and analytic tools as solutions to investment management challenges. I.
Los Angeles County Lifeguards - Northern Division
Summer employment while in college. I continued working on the beach some week-ends and on vacations from my career employment until 1987.
During my tenure with SEI Financial Services I worked as a financial services salesperson selling managed investment products to institutional advisors, and I also sold investment research, portfolio consulting and analytic tools to pension plans, bank trust departments, and mutual fund asset managers. I performed as a registered Series 7 Series 63 broker.
Quick answers generated from the profile data available on this page.
Bill George works for Blue Sky Research Services.
Bill George is listed as Financial Services Professional at Blue Sky Research Services.
AeroLeads has found 1 work email signal at @blueskyresearch.com for Bill George at Blue Sky Research Services.
Bill George is based in Los Angeles County, California, United States while working with Blue Sky Research Services.
Bill George has worked for Blue Sky Research Services, Midwood Securities, Inc., Lynch Jones & Ryan, Hoenig Group, and Fidelity Capital Markets (Institutional Division Of Fidelity Investments).
You can use AeroLeads to view verified contact signals for Bill George at Blue Sky Research Services, including work email, phone, and LinkedIn data when available.
Bill George holds Bs, Finance from California State University Northridge.
Bill George is listed with skills including Mutual Funds, Equities, Series 7, Investments, Private Equity, Asset Management, Investment Management, and Portfolio Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Bill George you were looking for.
