BBill Nugent's
email & phone
Current Position:
Founder at Convey Wealth ManagementExperience:
28 yearsLocation:
Los Angeles Metropolitan Area, United StatesHow to contact Bill Nugent
***@gmail.com
+1-***-***-3439
Work Experience
Founder at
Convey Wealth Management
Sep 2022 - Current
Instructor at
UCLA Extension
Apr 2023 - Current
Senior Wealth Advisor at The Mather Group at
The Mather Group, LLC
Jul 2019 - Jun 2021
Regional Vice President at
Mercer Advisors
May 2015 - Jun 2019
Planning & Guidance Consultant at
Fidelity Investments
Jun 2008 - Apr 2015
AVP-Retirement Planning Consultant at
Union Bank
Aug 2006 - Jun 2008
Retirement Counselor at
Fidelity Investments
Sep 1997 - Mar 2006
Bill Nugent started working in 1997, then the employee has changed 5 companies and 6 jobs. On average, Bill Nugent works for one company for 4 years 2 months.
Education
BS at University of Massachusetts, Amherst
MBA at Isenberg School of Management, UMass Amherst
Six Sigma Black Belt at Acuity Institute
Skills
Risk Management, Equities, Investment Advisory, Investment Strategies, Alternative Investments, Insurance, Retirement, Personal Tax Planning, Certified Financial Planner, Investment Management, Trading, Business Relationship Management, Estate Planning, Investments, Financial Planning, Retirement Planning, Financial Services, Customer Experience, Strategic Planning, Wealth Management, Portfolio Management, Strategic Financial Planning, Intergenerational Wealth Transfer, FINRA, Asset Allocation, Financial Advisory, Asset Management, 401k, Securities, Mutual Funds, Fixed Income, Tax, Customer Satisfaction, Business Strategy, Finance, Process Improvement, Strategy, LeadershipFrequently Asked Questions
What is Bill Nugent's minimum period of employment in the companies?
Bill Nugent's minimum period of employment in various companies is 1 year 10 months.What is Bill Nugent's average duration of employment for different companies?
On average, Bill Nugent works for one company for 4 years 8 monthsWhat industries has Bill Nugent worked in?
Bill Nugent worked in the Education Management, and Financial Services, and Banking.What positions has Bill Nugent held before?
Previously, Bill Nugent worked as a Instructor, and Senior Wealth Advisor at The Mather Group, and Regional Vice President, and Planning & Guidance Consultant, and AVP-Retirement Planning Consultant.How do I contact Bill Nugent?
Bill Nugent's email address is ***@gmail.com, phone number is +1-***-***-3439. Sign up to get contact details.Who are Bill Nugent's peers at other companies?
Bill Nugent's peers at other companies are Daniel Nobre and Ricardo Castillo and Pascal GuzzoNot the Bill Nugent you were looking for?
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