Chief Operating Officer
Bill joined Wespath in 2016. As chief operating officer, he oversees Wespath’s administrative and operational departments.
Before joining Wespath, Bill worked at Allstate Insurance Company where he most recently held the dual role of senior vice president, Life and Retirement Distribution and president and chief executive officer, Allstate Financial Services, LLC. Prior to that, he spent 10 years with Securian Financial Group.
Bill received his bachelor’s degree in business administration from the University of North Florida and his master’s degree in financial services from The American College. He also has received certification as a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter and Accredited Estate Planner.