William “Bill” Jones is a highly qualified expert, that works in Bb&T main office of which is in 94. as a Mortgage Loan Officer since 2018. This expert gained professional experience in more than 22 positions at different companies. William “Bill” Jones went to the Central Piedmont Community College and got education from 2011 to 2015. Miami, Florida is the city, where this professional was known to settle. The professional's e-mail and phone are accessed through this website by request.
Name variants:
Wiliam Jones,
Williem Jones,
Bill Jones,
Billy Jones,
Billie Jones,
Will Jones,
Willie Jones,
Willy Jones,
Liam Jones
Contact Information
Last Update
Jul 17, 2022
Email
wi**@wellsfargo.com, wi**@yahoo.com, wj**@shareowneronline.com
Location
Miami, FL
Company
Bb&T
Workplace
Mortgage Loan Officer
Work History
Wealth Management Advisor
303 west Stone Ave, Greenville, SC 29609
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Resea...
from Jan 2018
Wealth Management Advisor
510 Reed Rd, Anderson, SC 29621
Areas of Focus: Wealth Management, Estate Planning Strategies, 401(k) Rollovers, Company Retirement Plans, Long-Term Care Insurance
Jan 2015 — Dec 2017
Mortgage Loan Officer
6200 Falls Of Neuse Rd, Raleigh, NC 27609
Experienced Mortgage Consultant with 21 years experience working with Wealth and Security Advisor’s clients, Corporate Relocations, Wachovia Employees and local Realtors. VA, USDA, JUMBO, FH...
from Jan 2015
Advisor Sales Associate
6210 Ardrey Kell Rd SUITE 300, Charlotte, NC 28277
Worked on Horizon Investments internal desk, working hand in hand with their external team to provide service and advice to financial advisors across the country. Provided solutions to help ...
Jan 2012 — Dec 2014
Mortgage Consultant
2004 Eastwood Rd SUITE 201, Wilmington, NC 28403
Experienced Mortgage Consultant with 18 years experience working with Wealth and Security Advisor’s clients, Corporate Relocations, Wachovia Employees and local Realtors.
Jun 2011 — Dec 2014
Senior Vice President - Senior Fiduciary Advisory Specialist
420 Montgomery St, San Francisco, CA 94129
from Apr 2010
Senior Vice President - Investments
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...
from Oct 2007
Financial Specialist
420 Montgomery St, San Francisco, CA 94129
Helped identify prospects for Wells Fargo Investment advisers
Sold retail banking products and services to customers and prospects
Managed customer portfolios and serviced relationships
...
Jun 2007 — Jan 2012
Mortgage Banking Director Assistant Vice President
420 Montgomery St, San Francisco, CA 94129
Overall accountability for leading the sales performance of a Direct Lending line of business. Developed relationships and coordinated efforts with strategic partners and key decision maker...
Jan 2007 — Apr 2011
Financial Center Manager
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...
from Sep 1, 2003
Store Manager
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...
from Sep 2003
Sales Team Leader Assistant Vice President
420 Montgomery St, San Francisco, CA 94129
Managed a team of 14 loan officers. Responsible for staff development, performance management, and loan quality. Established performance plans and monitored individual conversion and produc...
Jan 2003 — Jan 2007
Financial Center Manager
Managed 3 centers under a profit & lost system tracking growth, retention and the control of expenses.
Jul 1998 — Sep 2003
Mortgage Loan Counselor
420 Montgomery St, San Francisco, CA 94129
Sold a wide variety of loan products working with financial advisors, relocation counselors, bank employees and existing bank customers. Worked with realtors, closing attorneys and team ass...
Nov 1997 — Nov 2003
Sales Supervisor
420 Montgomery St, San Francisco, CA 94129
SAFE #453422 (Secure and Fair Enforcement of Mortgage Licensing) Managed a team of 12 to 15 sales professionals. Developed and coached staff in performance management, product recommendation...
Jan 1997 — Mar 2011
Second Vice President ~ Investments
1585 Broadway, New York, NY 10003
May 1996 — Oct 2007
Assistant Manager
Supervised sales & production. Controlled and audited merchandise. Scheduled personnel and conducted training.
Sep 1995 — Jul 1998
Sales Consultant
120 Broadway, New York, NY 10013
Negotiated the sale of merchandise. Handled monies and set up target goals.
May 1994 — Sep 1995
Assistant Manager
123 south Front St, Memphis, TN 38103
Supervised customer relations, set staffing schedules and payroll. Maintained business operations.
Feb 1994 — May 1994
Supervisor
Texas
Lead personnel in government operation and inspections
Jul 1978 — Sep 1993
Financial Crimes Specialist
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...
Education
2011 — 2015
2003 — 2007
1995 — 1999
1986 — 1991
1986 — 1989
1983 — 1986
1982 — 1986
1981 — 1983
Occupations
Executive
Chief Executive Officer
Senior Vice President
Lawyer
Fiduciary
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Vice President
Trust Law Attorney
Lawyer
Accounting Bookkeeper
Bookkeeper
Skills
Investment Strategies
Asset Allocation
Mutual Funds
Wealth Management
Investments
Portfolio Management
Financial Analysis
Retirement Planning
401K
Series 63
Asset Management
Equities
Fixed Income
Series 6
Alternative Investments
Financial Modeling
Series 65
Management
Finance
Banking
Coaching
Human Resources
Training
Sales
Customer Service
Insurance
Payroll
Mortgage Lending
Loans
Loan Origination
Mortgage Banking
Fha
Residential Mortgages
Refinance
Credit
Business Development
Va Loans
Sales Management
Fha Financing
Government Loans
Usda
Mortgage Servicing
Consumer Lending
Sales Process
Leadership
Financial Services
Cross Selling
Construction Loans
Working With First Time Home Buyers
Mortgage
Conventional
Mortgage Underwriting
First Time Home Buyers
Investment Properties
Foreclosures
Real Estate
Short Sales
Residential Homes
FAQs about William “Bill” Jones
What is the profession of William “Bill” Jones?
This professional's job is Mortgage Loan Officer
What are the profession of The professional?
These person's professions are Executive and Chief Executive Officer
Where does William “Bill” Jones currently live?
Miami, Florida is the place where William “Bill” Jones currently lives
Does the professional have the email address?
wi**@wellsfargo.com and wi**@yahoo.com is The expert's email address.
Where did William “Bill” Jones work?
William “Bill” Jones worked at Bb&T, Foothills Wealth Management.
Where has William “Bill” Jones studied?
William studied at the Central Piedmont Community College from 2011 to 2015.
What languages does William “Bill” Jones speak?
William “Bill” Jones speaks English.
What is professional industry that William “Bill” Jones is connected to?
This professional works in Banking industry.