With work experience over 13 years, this expert is currently working at Tribridge Partners located in 286 as a Financial Services Professional. William received his education from 2014 to 2014 at the College For Financial Planning. William is a qualified professional, that is proven by qualifications : Advanced Toastmaster Gold, Cfp, and Clu. William is located in Washington, DC. To contact directly William, you can search for their phone number or e-mail address or find exhaustive info by requesting access to this person's further details on this webpage.
Name variants:
Wiliam Buslee,
Williem Buslee,
Bill Buslee,
Billy Buslee,
Billie Buslee,
Will Buslee,
Willie Buslee,
Willy Buslee,
Liam Buslee
Last updated May 19, 2024
Contact Information
Last Update
Jul 13, 2022
Email
bi**@aol.com, wi**@crump.com
Location
Washington, DC
Company
Workplace
Colleagues
Work History
Financial Services Professional
1 east Pratt St SUITE 902, Baltimore, MD 21202
from Feb 2020
Representative
1601 Market St, Philadelphia, PA 19103
Direct sales of financial planning products and services.
from Sep 2018
Past President - National Capital Chapter
3803 west Chester Pike SUITE 225, Newtown Square, PA 19073
Encompassing the areas of accounting, financial sevices and estate planning, the National Capital Chapter of the Society of Financial Service Professionals is the premier multi-disiplinary o...
Jun 2012 — May 2013
Director, Advanced Sales
389 Interpace Pkwy, Parsippany, NJ 07054
Managed five staff with one direct report for BISYS Life Insurance Services that later evolved into Crump Life Insurance Services. Established marketing and advanced sales support for life s...
Mar 2002 — Sep 2004
Director, Advanced Sales | Director, Fixed Universal Life | Director Or Marketing
Developed new and unique marketing and sales materials to facilitate cross selling for all channels within the ING Life Group. Championed the creation of non-English marketing materials. Key...
Feb 1996 — Jan 2002
Education
2014 — 2014
1986 — 1988
1986 — 1988
1977 — 1981
1974 — 1977
1972 — 1974
Occupations
Financial Broker
Financial Services Professional
Representative
Financial Services Sales Agent
Skills
Life Insurance
Fixed Annuities
Retirement Planning
Retirement
Term Life Insurance
Disability Insurance
Underwriting
Sales
Estate Planning
Financial Planning
Universal Life
Marketing
Strategic Financial Planning
Long Term Care Insurance
Wealth Management
Strategic Planning
Brokers
Whole Life
Employee Benefits
Investments
Mutual Funds
Finance
Financial Services
Management
Business Planning
Team Building
Sales Management
Business Strategy
Succession Planning
Public Speaking
Working With Brokers
Marketing Strategy
Risk Management
Series 6
Asset Managment
Asset Management
Annuities
Small Business
Leadership
Business Development
Financial Advisory
Customer Service
Product and Contract Development
Sales Analytics
Microsoft Powerpoint
Microsoft Excel
Insurance
Inorganic Chemistry
Long Term Care
Series 7
Health Insurance