William Bethea Email and Phone Number
William Bethea personal email
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A serial entrepreneur, investor, and philanthropist with over 17 years of experience as an accomplished and innovative executive with a proven ability to identify and seize market opportunities.Specialties: Diversity & Inclusion, Financial Advisory, Life Insurance, Succession Planning, Retirement Planning, Estate Planning, Full Cycle Recruiting, Vendor Management, Project Management and Government Contracting ServicesFinancial PlanningCash Flow, Risk Management, Portfolio & Financial Position analysisRetirement & Education PlanningTax-efficient saving and distribution strategiesAccount Aggregation through our Personal CFO PlatformStudent Loan RefinanceIncome Tax PreparationInsurance PlanningLife InsuranceDisability Income InsuranceLong Term Care InsuranceKey Person CoverageFixed and Variable AnnuitiesBusiness Planning ServicesBusiness Financial PlanningEmployee Retention planningSuccession & Exit PlanningGeneral Group Benefits: Disability, Life, Cancer, Accident, etcQualified Retirement & Pension PlansNon-Qualified Deferred compensationBusiness Tax Preparation
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Senior Business Development ManagerCardinal Financial And Insurance GroupChapel Hill, Nc, Us
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Joint CeoBethea Financial And Associate Apr 2016 - Present
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Senior Business Development ManagerCardinial Financial And Insurance Group May 2014 - PresentA seasoned senior executive with extensive expertise in the sales and marketing of investment products distributed through financial intermediaries.Proficient in managing the nationwide distribution of a wide range of financial solutions, including annuities, retirement income strategies, insurance, and mutual fund programs, across all distribution channels.Demonstrates a proven history of success in sales management and general leadership, driven by professionalism and a commitment to excellence. Recognized for building and leading high-performing teams, fostering collaboration between internal and external stakeholders, developing innovative business strategies for start-ups, and excelling in public speaking engagements. • Retirement Planning • Wealth Management • Succession Planning • Life Insurance Solutions • Annuities and Income Strategies
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Program DirectorComprehensive Community Care, Inc May 2010 - PresentSupervise therapy staff, secretary, Service Coordinator, and Head Teacher within the center.Maintain a schedule of compliance monitoring activities to ensure program operations align with State and/or Federal regulations.Provide professional development opportunities to staff to maintain skill levels and meet ongoing certification/licensure needs.Participate in quality assurance activities as outlined by the agency's Quality Assurance program.Review documentation and procedures to ensure compliance with agency procedures (client documentation, Monthly Service Reports, Project billing submittals, etc.).Participate in program development activities and proposal writing in conjunction with the Division Director.Maintain current policies and procedures as a reference for staff use in the facility.Ensure that the program maintains an environment consistent with CARF accreditation standards.Oversee the Intake Process and placement recommendations to ensure prompt placement of all children and receipt of prescribed therapy and educational services.Survey classrooms and schedules to determine staffing needs for effective implementation of educational program plans.Recommend the hiring of appropriate personnel to the Division Director.Implement a uniform approach to curriculum implementation, program development, data collection, and record-keeping.Complete the performance evaluation process for assigned staff.Review documentation and systems to ensure timely and accurate generation of records pertinent to income and expense (including payroll, purchase orders, invoices, departmental budget information, billing, etc.). Review requests for purchase of supplies/equipment in line with established operating budgets.
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Executive DirectorMy Nanas House May 2008 - PresentMy Nana's House is one of the fastest growing Minority owned firms in the country. We believe diversity is an asset. We offer client companies and candidates personal service, confidentiality, and the most ethical, and professional standards in the industry. We understand your challenges in today’s marketplace and we understand locating and securing top talent is as difficult as ever and protecting your investment is your #1 Priority. We Can Help you achieve your recruitment goals. We pride ourselves on the opportunities that we are able to present to our candidates, competitive urgency, and personal touch. Our dedicated and experienced staff will assist you with your needs. We specialize in placing professionals into direct hire and contract assignments.Staffing Services we ProvideMNH provides locum tenens and permanent physician job opportunities across the nation in all specialties. MNH has a wide variety of nurse practitioner and physician assistant jobs available nationwide. Find your ideal locum tenens or permanent opportunity today.Put us to work in finding the right opportunity for you. -
Chief Officer Diversity And InclusionMy Nanas House May 2008 - PresentProvide inclusion and diversity thought leadership, developed strategies, managed projects, and implemented plans that successfully leveraged global inclusion and diversity initiatives to ensure alignment with business goals, improved employee engagement, and enhanced company reputation. Responsible for Global AA/EEO, Work Environment, Diversity, and Employee Relations. -
Health And Safety OfficerThe William Marcus Group Jan 2008 - Present
William Bethea Skills
William Bethea Education Details
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Duke UniversityBusiness Negotiation Skills -
Duke UniversityExecutive Leadership Program -
North Carolina Wesleyan UniversityBusiness
Frequently Asked Questions about William Bethea
What company does William Bethea work for?
William Bethea works for Cardinal Financial And Insurance Group
What is William Bethea's role at the current company?
William Bethea's current role is Senior Business Development Manager.
What is William Bethea's email address?
William Bethea's email address is my****@****aol.com
What schools did William Bethea attend?
William Bethea attended Duke University, Duke University, North Carolina Wesleyan University.
What are some of William Bethea's interests?
William Bethea has interest in Business Development, Community Based Programs, Staffing Services, Partnerships, Financial Services, Community Support Programs.
What skills is William Bethea known for?
William Bethea has skills like Recruiting, Talent Management, Interviews, Business Development, Vendor Management, Staffing Services, Employee Relations, Employee Engagement, Executive Search, Talent Acquisition, New Business Development, Project Management.
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