We found the following information about Bill Servis at Eqis - Reinventing Wealth Management, where the professional has worked as a Senior Vice President Key Accounts since 2015. Bill's total work experience is over 21 years, during which time Bill Servis had at least six jobs at different companies to develop skills. Bill studied at the Windham College from 1972 to 1973. Bill can be found in Salinas, California – where this expert is currently located. You can contact with Bill by looking for phone or email address or get full information by requesting access to the person's details from SoftwareOfficial.
Name variants:
Billy Servis, Billie Servis
Last updated Jul 03, 2024

Contact Information

Last Update
Jul 10, 2022
Email
bi**@eqis.com, ws**@gmail.com
Location
Salinas, CA

Workplace

EQIS - Reinventing Wealth Management
Senior Vice President Key Accounts

San Rafael, CA

Industry

Financial Services

Work History

Senior Vice President Key Accounts

1000 4Th St SUITE 650, San Rafael, CA 94901
from May 2015

Regional Director

225 North St, Dallas, TX 75203
GWG Holdings, Inc., through its subsidiaries, invests in life insurance policies purchased in the secondary market.
Nov 2012 — Apr 2015

Northwest Regional Vice President

600 Montgomery St, San Francisco, CA 94129
Mar 2009 — Oct 2012

Ria

Jan 2005 — Oct 2009

Sales

2180 Rutherford Rd, Carlsbad, CA 92008
1992 — 2003

Education

1972 — 1973
1967 — 1969
1961 — 1963

Occupations

Executive
Manager
Senior Vice President
Accountant
Finance and Accounting Specialist
Region Manager
Operations Manager
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Area Manager
Managers

Skills

Event Planning
Start Ups
Sales Operations
Forecasting
Marketing Communications
Marketing
New Business Development
Marketing Strategy
Sales Management
Customer Service
Strategic Planning
Retail
Golf
Account Management
Sales
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