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William Mertz Email & Phone Number
Branch Operations Specialist and Retirement Plan Services Associate
at
Raymond James
1 work email found
@raymondjames.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Branch Operations Specialist and Retirement Plan Services Associate
Location
Charlotte Metro, United States
Company size
Who is William Mertz? Overview
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Quick answer
William Mertz is listed as Branch Operations Specialist and Retirement Plan Services Associate at Raymond James, a with 18734 employees, based in Charlotte Metro, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for William Mertz.
William Mertz previously worked as Branch Operations Specialist / Retirement Plan Services Associate at Raymond James and Assistant Produce Manager at Kroger. William Mertz holds Bachelor Degree, Business Management, Human Resource Concentration from The University Of Memphis.
Company email context
Email format at Raymond James
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{first}.{last}@raymondjames.com
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AeroLeads found 1 current-domain work email signal for William Mertz. Compare company email patterns before reaching out.
Profile bio
About William Mertz
William Mertz is a Branch Operations Specialist and Retirement Plan Services Associate at Raymond James. He possess expertise in security, sales, customer service, management, communication and 3 more skills.
Listed skills include Security, Sales, Customer Service, Management, and 4 others.
Current workplace
William Mertz's current company
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Raymond James
3 roles
William Mertz work experience
A career timeline built from the work history available for this profile.
Branch Operations Specialist / Retirement Plan Services Associate
CurrentRetirement Plan Services Associate, Charlotte, NC and Remote (2021-Present)Branch Operations Specialist, Charlotte, NC (2020-2021)Retirement Plan Services Associate, Memphis, TN (2017-2019)Responsible for assisting Financial Associates and Branch Management to mitigate risk, ensure compliance, provide superior customer/client service, and drive revenue goals; transferred from Memphis, TN to Charlotte, NC in January 2020.Serve as Technical Liaison, successfully training senior FAs on various technology-related functions that further enhance customer service and increase business growth. Collaborate with Branch Operations Manager, Supervisor of Operations, Sales Assistants and other cross-functional employees. As a Retirement Plan Services Associate, provided specialized retirement plan knowledge to thousands of Branches worldwide, accurately identifying issues and providing client-driven solutions that met IRS regulatory requirements. Facilitated new hire training classes (on-site & virtual/remote) on processes, rules, regulations, and more.
Jun 2017 - Present
Assistant Produce Manager
Promoted to Assistant Produce Manager. Responsible for leading team of 12 Associates. Trained and mentored employees that delivered strong results; team achieved top 3 in regional shrink percentage out of ~150 Mid-Atlantic stores. Managed visual merchandising and other projects, procured produce, and forecasted trends.
Apr 2005 - Feb 2011
Team & coworkers
Colleagues at Raymond James
Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →
FE
Fred Espro
Colleague at Raymond JamesSt Petersburg, Florida, United States
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TB
Tony Butera
Colleague at Raymond JamesTampa, Florida, United States
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CI
Charlie I.
Colleague at Raymond JamesUnited States
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KK
Kristin Koscho, Cmp
Colleague at Raymond JamesSt Petersburg, Florida, United States
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KF
Kerri Fratarcangelo
Colleague at Raymond JamesSt Petersburg, Florida, United States
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LC
Linda Champagne
Colleague at Raymond JamesSt Petersburg, Florida, United States
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DQ
David Quezada, Cfa
Colleague at Raymond JamesVancouver, British Columbia, Canada
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MW
Mary Williams
Colleague at Raymond JamesWaukesha, Wisconsin, United States
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DM
Dustin Martin, Cfp®, Cepa
Colleague at Raymond JamesCincinnati, Ohio, United States
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NH
Nick Hughes
Colleague at Raymond JamesChattanooga, Tennessee, United States
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Fred Espro
Colleague at Raymond JamesSt Petersburg, Florida, United States
View →
TB
Tony Butera
Colleague at Raymond JamesTampa, Florida, United States
View →
CI
Charlie I.
Colleague at Raymond JamesUnited States
View →
KK
Kristin Koscho, Cmp
Colleague at Raymond JamesSt Petersburg, Florida, United States
View →
KF
Kerri Fratarcangelo
Colleague at Raymond JamesSt Petersburg, Florida, United States
View →
LC
Linda Champagne
Colleague at Raymond JamesSt Petersburg, Florida, United States
View →
DQ
David Quezada, Cfa
Colleague at Raymond JamesVancouver, British Columbia, Canada
View →
MW
Mary Williams
Colleague at Raymond JamesWaukesha, Wisconsin, United States
View →
DM
Dustin Martin, Cfp®, Cepa
Colleague at Raymond JamesCincinnati, Ohio, United States
View →
NH
Nick Hughes
Colleague at Raymond JamesChattanooga, Tennessee, United States
View →
2 education records
William Mertz education
Bachelor Degree, Business Management, Human Resource Concentration
Associate Degree, Criminal Justice And Corrections
FAQ
Frequently asked questions about William Mertz
Quick answers generated from the profile data available on this page.
What company does William Mertz work for?
William Mertz works for Raymond James.
What is William Mertz's role at Raymond James?
William Mertz is listed as Branch Operations Specialist and Retirement Plan Services Associate at Raymond James.
What is William Mertz's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for William Mertz at Raymond James.
Where is William Mertz based?
William Mertz is based in Charlotte Metro, United States while working with Raymond James.
What companies has William Mertz worked for?
William Mertz has worked for Raymond James and Kroger.
Who are William Mertz's colleagues at Raymond James?
William Mertz's colleagues at Raymond James include Fred Espro, Tony Butera, Charlie I., Kristin Koscho, Cmp, and Kerri Fratarcangelo.
How can I contact William Mertz?
You can use AeroLeads to view verified contact signals for William Mertz at Raymond James, including work email, phone, and LinkedIn data when available.
What schools did William Mertz attend?
William Mertz holds Bachelor Degree, Business Management, Human Resource Concentration from The University Of Memphis.
What skills is William Mertz known for?
William Mertz is listed with skills including Security, Sales, Customer Service, Management, Communication, Customer Satisfaction, Inventory Management, and Problem Solving.
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