Description
Areas of Expertise * Retirement Planning * Financial Strategies * Strategic Planning/Analysis * Risk Mitigation * Wealth Planning * Asset Protection * Training & Education * Portfolio Management * Relationship Development * Money Management * Corporate Benefit Programs * Communication Skills E-Mail: Assisted founding partner of large regional financial services firm with intricate retirement and estate planning opportunities. * Managed complex individual and family client relationships for ultra high net worth clients who desired a sophisticated investment program. * Handled the evaluation and oversight of clients, including asset allocation, tax and estate planning, manager selection and reporting. William B. Gundrum, III 520 Hanford Place Phone: 908.232.8029 william.gundrum@gmail.com
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Managing Principal Business & Estate Planning Consultant | 1/2010 - Present |
| Summit Financial Resources Inc. | Senior Wealth Advisor | 1/2009 - 1/2010 |
| Morgan Stanley | Financial Planning Specialist | 1/2006 - 1/2009 |
| Retirement Strategies Group Llc | Vice President Sales & Marketing | 1/2003 - 1/2006 |
| International Planning Alliance Llc | Vice President | 1/2001 - 1/2003 |
| Concepts In Financial Planning Inc. | President | 1/2001 - 1/2001 |
| Cigna Corporation | Account Manager | 1/2001 - 1/2001 |
Accomplishments
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