William Esslinger Email & Phone Number

Boston, Massachusetts, United States

Helping clients find clarity and confidence in planning for their financial futures.

Manchester, New Hampshire, United States

I help clients achieve their financial goals through clear communication, timely and accurate processing, and transactional and trading support. I partner with our knowledgeable team of qualified planners to address their needs financial planning and preparation. I support our skilled management through risk and compliance support and project development and implementation.

Manchester, New Hampshire, United States

I help clients achieve their financial goals through clear communication, timely and accurate processing, and transactional and trading support. I partner with our knowledgeable team of qualified planners to address their needs financial planning and preparation. I support our skilled management through risk and compliance support and project development and implementation.

Merrimack, Nh

Problem-solving with customers, proactively advocating for customers by identification of consistent guidance opportunitiesWon Excellence in Action and Team MVP for consistently strong performance and demonstrated leadershipSought opportunities to create team resources for success and motivationConsistently exceeded team- and department-wide metrics

Merrimack, New Hampshire

As the voice of Fidelity to their brokerage customers, I created world-class customer service experience by performing trades, transactions, and problem resolution with accuracy in a timely and efficient manner.

Merrimack, Nh

Worked as liaison between 401k department and self-directed brokerage trading retail departmentSuccessfully obtained the Series 7 & 63 licenses

Merrimack, Nh

Represented a group of companies to their employees, serving as their primary point-of-contact for information and assistance for their retirement plan needsDemonstrated flexibility and flexibility, working with resources from a multitude of company's plans simultaneously

Manchester, Nh

Utilized both inbound and outbound calls to create payment management solutions for personal and business accountsDeveloped effective communication skills while negotiating solutions for a variety of customers