Billy Cunningham Cfp® Email and Phone Number
Billy Cunningham Cfp® work email
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Billy Cunningham Cfp® personal email
Billy Cunningham Cfp® phone numbers
Pinnacle’s mission is to provide our client and their families with comprehensive, fee-only wealth management utilizing the highest degree of service, professionalism, honesty and integrity. Pinnacle, acting as a fiduciary, strives to deliver these wealth management programs with the goal of creating significant and positive change in the personal and financial lives of each client.
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Senior Wealth ManagerPinnacle Advisors May 2019 - PresentMansfield, Oh, Us
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Judge/RefereeUsrowing May 1985 - May 2024West Windsor, New Jersey, UsUSRowing Referee/Judge at regattas and events throughout the United States. Chief Referee for the 2016 & 2017 Florida Scholastic Rowing Association Sweep Championship, Nathan Benderson Park, Sarasota, FL -
Director Of Wealth Management Services1St Global Oct 2017 - May 2019
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Vice President, Financial ConsultantFidelity Investments Dec 2014 - Jan 2017Boston, Ma, UsI built productive relationships with Fidelity's affluent investor base who have greater than $1.5M in investable assets. My specific role was to engage existing clients and incoming leads to establish long-standing relationships, and I served over 350 client households.I significantly improved client’s experience with mindful communication skills and meticulous planning reflected by achieving high Net Promoter Scores (customer loyalty) in the investor service center. I offered investment advisory services as a Financial Consultant through Strategic Advisors, Inc., a registered investment advisor and a Fidelity Investments company. -
Financial AdvisorEagle Strategies, Llc Jan 2010 - Dec 2014New York, Ny, UsI was responsible for inspiring, training, coaching and mentoring new and established agents for the company through field demonstration, observation, presentation and follow-up of customer interactions. My responsibilities included the preparation and conducting of all group & individual sessions as the subject matted expert in insurance and investment product knowledge; as well as mandated regulatory requirement seminars. -
Senior Development Manager IiNew York Life Insurance Co. Aug 2006 - Dec 2014New York, New York, UsAs the Senior Development Manager for the Jacksonville General Office, I provide training, mentoring, coaching and skills mastery to Agents. I am responsible for the implementation and facilitation of training initiatives, procedures and directives.My core functions include: 1. Oversee Company specific training and development for all Agents. 2. Conduct sales training and licensing classes to develop new and experienced Agents. 3. Mentor Agents in Company financial solution design; sales & prospecting techniques; and sales activity training. 4. Implement and teach the New York Life Curriculum. 5. Advise and consult with the management team and the Managing Partner on recruiting and retention efforts. -
ModeratorThe American College Oct 2006 - Dec 2011King Of Prussia, Pennsylvania, UsModerator for the NAIFA sponsored Life Underwriter Training Council Fellow (LUTCF) designation courses through The American College, Bryn Mawr, PA. -
Field AgentKnights Of Columbus 2004 - 2005New Haven, Connecticut, UsI provided protection and retirement planning counseling to the members and their families. -
Development OfficerNational Consultants For Education Nov 2000 - Feb 2004Major Gifts fundraiser for both Capital ("Brick & Mortar") Campaigns as well as Operational revenue.
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Financial ConsultantMerrill Lynch Jul 1994 - Feb 2000New York, Ny, UsFinancial planning utilizing a comprehensive wealth accumulation strategy incorporating money managers and fee-based accounts. Trust and Estate planning services provided through in-house specialists. -
Registered RepresentativeNylife Securities, Llc Mar 1988 - Nov 1993Offered securities products and services as a Financial Services Professional through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
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Sales ManagerNew York Life Insurance Company Jul 1990 - Jun 1993New York, New York, UsOverall objective of continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face.
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Field UnderwriterNew York Life Insurance Company Aug 1987 - Jul 1990New York, New York, UsOffered life insurance products as a licensed Agent with New York Life Insurance Company.
Billy Cunningham Cfp® Skills
Billy Cunningham Cfp® Education Details
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The American College Of Financial ServicesLegacy Planning Concentration -
La Salle UniversityComputer Science And Music
Frequently Asked Questions about Billy Cunningham Cfp®
What company does Billy Cunningham Cfp® work for?
Billy Cunningham Cfp® works for Pinnacle Advisors
What is Billy Cunningham Cfp®'s role at the current company?
Billy Cunningham Cfp®'s current role is Senior Wealth Manager at Pinnacle Advisors, Inc..
What is Billy Cunningham Cfp®'s email address?
Billy Cunningham Cfp®'s email address is wj****@****ife.com
What is Billy Cunningham Cfp®'s direct phone number?
Billy Cunningham Cfp®'s direct phone number is +148463*****
What schools did Billy Cunningham Cfp® attend?
Billy Cunningham Cfp® attended The American College Of Financial Services, La Salle University.
What are some of Billy Cunningham Cfp®'s interests?
Billy Cunningham Cfp® has interest in Health.
What skills is Billy Cunningham Cfp® known for?
Billy Cunningham Cfp® has skills like Sdlc, Fundraising, Annual Giving, Insurance, Investment Strategies, Estate Planning, Business Planning, Retirement Planning, Retirement Income Strategies, Investments, Asset Management, Financial Analysis.
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