Since 2019, Billy Cunningham has been working in Pinnacle Wealth Planning Services, Inc located 1133, 1133. This expert is a proficient Wealth Manager with over 38 years of work experience. According to Billy's CV and work profile, the professional has worked at more than 13 companies with diverse backgrounds and got different skills. Billy attended school at the The American College of Financial Services from 1989 to 2014. Billy has professional certification as Chartered Leadership Fellow (Clf®) and Chartered Financial Consultant (Chfc®) and the person has studied Latin. Billy Cunningham can be found in Philadelphia, Pennsylvania – where this expert currently lives. You can search for the professional's phone and email. We can also provide you detailed contact information upon request.
Name variants:
Bill Cunningham,
William Cunningham,
Willis Cunningham,
Wilhelmina Cunningham
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 8, 2022
Email
wj**@ft.newyorklife.com, bi**@fidelity.com
Location
Philadelphia, PA
Workplace
Wealth Manager
Mansfield, OH
Industry
Financial Services, Services-Misc
Colleagues
Work History
Wealth Manager
6 west 3Rd St SUITE 100, Mansfield, OH 44902
from May 2019
Financial Advisor and Director of Wealth Management
257 Benedict Ave, Norwalk, OH 44857
from Oct 2017
Judge and Referee
2 Wall St, Princeton, NJ 08540
We are USRowing, fostering community, cultivating excellence and developing Olympic Champions."USRowing is a nonprofit membership organization recognized by the United States Olympic Committ...
1985 — Aug 2017
Vice President and Financial Consultant
245 Summer St, Boston, MA 02210
I built productive relationships with Fidelity's affluent investor base with greater than $1.5M in investable assets. My specific role was to engage existing clients and incoming leads to es...
Dec 2014 — Dec 2016
Financial Advisor
51 Madison Ave, New York, NY 10010
I was responsible for motivating, training, coaching and mentoring new and established agents for the company through field demonstration, observation, presentation and follow-up of customer...
Jan 2010 — Dec 2014
Senior Development Manager Ii
51 Madison Ave, New York, NY 10010
As the Senior Development Manager for the Jacksonville General Office, I provide training, mentoring, coaching and skills mastery to Agents. I am responsible for the implementation and faci...
Aug 2006 — Dec 2014
Moderator
270 south Bryn Mawr Ave, Bryn Mawr, PA 19010
Moderator for the NAIFA sponsored Life Underwriter Training Council Fellow (LUTCF) designation courses through The American College, Bryn Mawr, PA.
Oct 2006 — Dec 2011
Field Agent
1 Columbus Plz, New Haven, CT 06510
I provided protection and retirement planning counseling to the members and their families.
2004 — 2005
Development Officer
Major Gifts fundraiser for both Capital ("Brick & Mortar") Campaigns as well as Operational revenue.
Nov 2000 — Feb 2004
Financial Consultant and Advisor
New York, NY
Financial planning utilizing a comprehensive wealth accumulation strategy incorporating money managers and fee-based accounts. Trust and Estate planning services provided through in-house sp...
Jul 1994 — Feb 2000
Registered Representative
New York, NY
Offered securities products and services as a Financial Services Professional through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Mar 1988 — Nov 1993
Sales Manager
51 Madison Ave, New York, NY 10010
Overall objective of continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and b...
Jul 1990 — Jun 1993
Field Underwriter
51 Madison Ave, New York, NY 10010
Offered life insurance products as a licensed Agent with New York Life Insurance Company.
Aug 1987 — Jul 1990
Education
1989 — 2014
1978 — 1982
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Director
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Sdlc
Fundraising
Annual Giving
Insurance
Investment Strategies
Estate Planning
Business Planning
Retirement Planning
Retirement Income Strategies
Investments
Asset Management
Financial Analysis
Funding
Annuities
Investment Advisory
Financial Modeling
Small Business
Retirement
Wealth Management
Fixed Annuities
Strategy
Financial Advisory
Long Term Care
Iras
Strategic Financial Planning
Life Insurance
Mutual Funds
Financial Services
Disability Insurance
Finance
Securities
Financial Planning