Bill Wisdom

Bill Wisdom

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Finance
Consumer Services

Profil

Mr. Wisdom began his career in 1987 as a sales representative for Metropolitan Life.
Later, he held similar sales and sales support positions at F&G Securities and A.G.
Edwards.
In 1995, Mr. Wisdom joined Edward Jones as a field supervision director, developing the firm's procedures for supervising the sales of insurance products.
He returned to A.G.
Edwards in 1996 as a senior sales practice associate in the company’s Compliance Department.
In 2003, he was named a manager review senior associate in the Branch Division and tasked with developing a department that reviewed sales activities for producing branch managers.
In 2005, his responsibilities were broadened again when he was asked to create a pilot program to identify and centralize some branch manager responsibilities in the company’s Home Office.
In March 2007, he was named an associate vice president of the firm and added to his existing responsibilities the Account Review Department, which provided oversight on the firm’s advisory services products.
A year later, after A.G.
Edwards was acquired by Wachovia Securities (now Wells Fargo Advisors), Mr. Wisdom was named a senior vice president and business process director for the Wachovia Securities Financial Network.
In that capacity, he reviewed and monitored risk management controls while working frequently with the company’s Compliance, Legal, Internal Audit, and Risk Management Departments.
In 2009, he esigned and accepted a position as a vice president and manager of compliance for Benjamin F.
Edwards & Co. Mr. Wisdom holds a number of industry licenses, including his Series 6, 7, 63, 8, 24, 65, 14, and holds the Certified Regulatory & Compliance Professional (CRCP) designation from the Wharton School of Business.
He is a graduate of Webster University in St. Louis with a Bachelor of Arts in Music and Education.

Ehemalige bekannte Positionen von Bill Wisdom

UnternehmenPositionEnde
Corporate Officer/Principal 31.12.2008
Vertrieb & Marketing 31.12.2007
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Ausbildung von Bill Wisdom

Webster University Undergraduate Degree

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