William Pedersen

William Pedersen Email and Phone Number

National Director of Business Development at SAM Asset Management @ SAM Wealth Management
new york, united states
William Pedersen's Location
San Francisco Bay Area, United States
William Pedersen's Contact Details

William Pedersen personal email

n/a

William Pedersen phone numbers

About William Pedersen

Results oriented leader with proven track record in the financial services industry. Expertise in relationship management, sales, wholesaling, executive presentations, recruiting, training, staff development, branch management, remote sales force management, and field oversight. A deep understanding of separately managed accounts, hedge funds, real estate private placements, and alternative investments. Relentless focus on driving measured and meaningful improvements in business development, new client acquisition, client retention and relationship management. Series 7, 24, 63, 65, 3

William Pedersen's Current Company Details
SAM Wealth Management

Sam Wealth Management

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National Director of Business Development at SAM Asset Management
new york, united states
Employees:
16
William Pedersen Work Experience Details
  • Sam Wealth Management
    National Director Of Business Development
    Sam Wealth Management Jun 2023 - Present
    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.
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  • Stansberry Asset Management
    Executive Vice President
    Stansberry Asset Management Aug 2016 - Jun 2023
    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.
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  • Paulson Investment Co.
    Senior Managing Director/Sales Management
    Paulson Investment Co. Aug 2014 - Aug 2016
    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.
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  • Osborne Partners Capital Managment
    Director Of Sales
    Osborne Partners Capital Managment Mar 2012 - Aug 2014
    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.
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  • Advanced Equities
    Senior Managing Director/Branch Manager
    Advanced Equities Jul 2009 - Mar 2012
    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
  • Fisher Investments
    Vice President
    Fisher Investments Oct 2002 - Jul 2009
    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.
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  • Bancwest Investment Services
    Senior Relationship Manager
    Bancwest Investment Services Mar 1999 - Oct 2002
    Northern California
    Bank brokerage sales. Never fell outside of the top 3 representatives in the bank for gross production.
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  • United States Army Reserve
    Soldier
    United States Army Reserve Aug 1991 - Aug 1999
    Fort Leonard Wood, Missouri; Fort Benning, Georgia; Fort Lewis, Washington
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  • Wells Fargo Securities
    Private Client Manager
    Wells Fargo Securities 1997 - 1999
    Developed financial planning strategies to grow wealth and meet financial goals of clients. Worked in retail program by partnering with Bankers and Partners.
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William Pedersen Skills

Investments Portfolio Management Wealth Management Venture Capital Alternative Investments Sales Management Finance Private Equity Due Diligence Direct Sales Management Hedge Funds Sales Recruitment National Sales Training Sales Rep Training Marketing Strategy Business Development Recruiting Leadership Investment Banking Asset Management Securities Series 7 Telemarketing Real Estate Investor 1031 Exchanges Equities Series 63 Series 65 Series 24 Corporate Finance Investment Strategies Investment Management Mutual Funds Financial Services Capital Markets Fixed Income Asset Allocation Strategy Bonds Private Placements

William Pedersen Education Details

Frequently Asked Questions about William Pedersen

What company does William Pedersen work for?

William Pedersen works for Sam Wealth Management

What is William Pedersen's role at the current company?

William Pedersen's current role is National Director of Business Development at SAM Asset Management.

What is William Pedersen's email address?

William Pedersen's email address is bi****@****ast.net

What is William Pedersen's direct phone number?

William Pedersen's direct phone number is (312) 940*****

What schools did William Pedersen attend?

William Pedersen attended University Of California, Davis.

What are some of William Pedersen's interests?

William Pedersen has interest in Children, Education.

What skills is William Pedersen known for?

William Pedersen has skills like Investments, Portfolio Management, Wealth Management, Venture Capital, Alternative Investments, Sales Management, Finance, Private Equity, Due Diligence, Direct Sales, Management, Hedge Funds.

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