William Pedersen is a high-skilled professional, that works in Paulson Investment Company main office of which is in 53. on the position of Senior Managing Director and Sales Management since 2014. William Pedersen gained professional experience in more than eight positions at different companies. William Pedersen went to the University of California, Davis and received education there. This professional has the following qualifications: Series 7 - General Securities Representative, Series 24 - General Securities Principal, and Series 63 - Uniform Securities Agent State Law. San Francisco, California is the city, where this professional was lastly known to be living. William's phone number and email can be easily accessed through this website on demand.
Name variants:
Wiliam Pedersen,
Williem Pedersen,
Bill Pedersen,
Billy Pedersen,
Billie Pedersen,
Will Pedersen,
Willie Pedersen,
Willy Pedersen,
Liam Pedersen
Last updated Jun 25, 2024
Contact Information
Last Update
Jul 9, 2022
Email
bi**@comcast.net, wp**@paulsoninvestment.com
Location
San Francisco, CA
Company
Paulson Investment Company, Llc
Workplace
Senior Managing Director and Sales Management
Work History
Senior Managing Director and Sales Management
5335 southwest Meadows Rd SUITE 465, Lake Oswego, OR 97035
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 priva...
Aug 2014 — Aug 2016
Executive Vice President
New York
Stansberry Asset Management (SAM) is dedicated to giving individual investors access to investments, portfolios, and risk management tools typically reserved for institutional investors whil...
from Aug 2016
Director of Sales
580 California St SUITE 1900, San Francisco, CA 94104
Using a portfolio model based on the approach used by the country's most successful university endowments we built customized separately managed accounts for our clients utilizing multiple a...
Mar 2012 — Aug 2014
Senior Managing Director and San Francisco Branch Manager
In addition to managing AEI's largest office I managed multiple groups, recruited nationally, and was responsible for all AEI activities on the West Coast including, but not limited to, man...
Jul 2009 — Mar 2012
Vice President of Sales
5525 northwest Fisher Creek Dr, Camas, WA 98607
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 cli...
Oct 2002 — Jul 2009
Senior Relationship Manager
5335 southwest Meadows Rd SUITE 465, Lake Oswego, OR 97035
Bank brokerage sales Product focus included: fixed annuities, variable annuities, mutual funds, UIT, ETF, bonds, separately managed accounts, managed portfolios, structured products.
Mar 1999 — Oct 2002
Private Client Manager
Developed financial planning strategies to grow wealth and meet financial goals of clients. Worked in retail program by partnering with Bankers and Partners.
1997 — 1999
Education
Occupations
Executive
Executive Vice President
Chief Executive Officer
Government Official
Premier
Vice President
Chief Executive
Corporate Executive
Government Service Executive
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