Portland, Oregon Area
- Connections
-
58
connections
- Industry
- Financial Services
- Websites
Bill Winterberg’s Summary
Combining financial services industry experience with engineering skills isn’t so unique anymore. But what I offer is 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’s Specialties:
Enterprise scalability and optimization, relationship management, personal financial planning.
Additional Information
Bill Winterberg’s Websites:
Bill Winterberg’s Groups:
Registered Financial Consultant, (RFC),
Financial Planning Association, Oregon & SW Washington and National Chapters, AARP Tax-Aide Instructor & Volunteer
-
FPA NexGen -
LeapFrog Alumni
