William Pedersen Email & Phone Number

San Francisco Bay Area/Dallas Texas

Stansberry Asset Management (SAM) is dedicated to giving individual investors access to investments, portfolios, and risk management tools typically reserved for institutional investors while avoiding many "Wall Street" money management downfalls like packaged products, hidden fees, and simplistic stock and bond allocations based on criteria such as your age.

San Francisco Bay Area/New York City

Stansberry Asset Management (SAM) is dedicated to giving individual investors access to investments, portfolios, and risk management tools typically reserved for institutional investors while avoiding many "Wall Street" money management downfalls like packaged products, hidden fees, and simplistic stock and bond allocations based on criteria such as your age.

Novato, Ca

Founded in 1970 in Portland, Oregon, Paulson Investment Company earned national distinction as a premier boutique investment bank in the small to mid-cap market, leading 175 public and private offerings and raising over $1.2 billion in financing.

San Francisco Bay Area

Initially hired to expand increase the firms sales and marketing efforts in Northern California. I was quickly tasked to expand the efforts throughout the entire state as well as developing new, and maintaining and strengthening existing broker dealers referral relationships.

San Francisco And Chicago

Managed AEI's largest office, and managed multiple firm wide groups. Recruited nationally, and was responsible for all AEI activities on the West Coast including, but not limited to, management of our remote sales and institutional sales groups.As a producing manager consistently ranked in the top 10 of all salespeople firm wide for gross production, and #1 in managed account sales. Developed, and grew, a robust distribution of our private placements through the RIA channel.Selected Transaction Experience:MetricStreamBloom Energy Empire Real Estate Fund

Sonoma County, And Woodside

Recruited to establish a regional presence, grow and develop new business. Researched and identified high-potential candidates in the western United States. Conducted in-depth reviews of clients’ financial circumstances and future goals. Prepared plans best suited to their individual requirements and served as steward of their assets. Traveled nationwide orchestrating training and coaching of other company Vice Presidents, as well as conducting training involved in best practices at corporate headquarters, and regional and national conferences.As a Fisher Traveler spent extended time in the field with the firms Outside Sales People mentoring and coaching, in both sales presentations, and on going sales mentoring one on one to increase their productivity.

Northern California

Bank brokerage sales. Never fell outside of the top 3 representatives in the bank for gross production.

Fort Leonard Wood, Missouri; Fort Benning, Georgia; Fort Lewis, Washington

Developed financial planning strategies to grow wealth and meet financial goals of clients. Worked in retail program by partnering with Bankers and Partners.