Portland, Oregon Area
- Connections
-
118
connections
- Industry
- Financial Services
- Websites
Bill Winterberg, CFP®’s Summary
Follow me on Twitter: http://www.twitter.com/billwinterberg
I provide proven, portable experience to add scalable processes, implement effective client-centered solutions, and increase profit margins for wealth management firms.
Read about my thoughts on the role of technology in financial planning on my blog, http://www.fppad.com
Bill Winterberg, CFP®’s Specialties:
I am experienced in the following tools:
dbCAMS+, Junxure, ByAllAccounts, DocuXplorer , EZ-Data SmartOffice®, ProTracker, ACT4Advisors, Morningstar Principia Pro, MoneyTree Silver, NaviPlan, VISION2020, DST Vision & FAN Mail
