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William (Billy) Martin, CRPC®, CEPA

William (Billy) Martin, CRPC®, CEPA

Internal Wholesaler

Followers of William (Billy) Martin, CRPC®, CEPA574 followers
location of William (Billy) Martin, CRPC®, CEPANew York, New York, United States

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  • Timeline

  • About me

    Regional Vice President | Business Consultant at John Hancock Investment Management

  • Education

    • College for Financial Planning

      -
      Chartered Retirement Planning Counselor

    • Binghamton University

      2000 - 2004
      Bachelor of Arts (B.A.) Economics

  • Experience

    • Morgan Stanley

      Nov 2005 - Mar 2008
      Internal Wholesaler

    • JPMorganChase

      Mar 2008 - Jul 2010
      Licensed Personal Banker

    • KeyBank Commercial

      Apr 2010 - Dec 2011
      Relationship Manager

    • AIG

      Dec 2011 - Jan 2019

      • Divisional Vice President, External Annuities Wholesaler

        Oct 2016 - Jan 2019

      • (Internal Wholesaler) Regional Advisor Consultant

        Jun 2013 - Oct 2016

      • (Internal Wholesaler) Investment Product Specialist

        Dec 2011 - Jun 2013

    • Piedmont Capital Distributors, LLC

      Sept 2019 - Sept 2021
      Regional Vice President | External Wholesaler

    • John Hancock Investment Management

      Sept 2021 - now
      Regional Vice President | Business Consultant

  • Licenses & Certifications

    • Life Insurance Continuing Education Instructor

      New York State

    • New York State Life and Health Insurance License

      New York State

    • FINRA 7 & 63

      FINRA

    • Continuing Education Exam Monitor

      New York State