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Chief Compliance Officer

Bill Collins, AIF ®

Bill has dedicated his career to corporate financial services, consistently delivering optimal benefit solutions for his clients. Over the years, he has successfully raised billions of dollars in revenue and premium for the companies he has served.

His journey began as an Account Executive, where he excelled in selling and servicing health plans and supplementary benefits for small to mid-sized companies. Transitioning to AllianceBernstein, Bill took on the role of Senior Vice President, creating and overseeing the Midwest territory dedicated to corporate retirement plans.

At Merrill Lynch, as the National Sales Director, Bill demonstrated exceptional leadership by building and managing a team of 30 specialists. This team played a crucial role in assisting financial advisors with the technical aspects of consultative selling and servicing Corporate and High Net Worth clients.

As the Global Head of Corporate Consulting for Pershing, Bill led a team of 8 consultants, strategically representing Pershing's full suite of Corporate and High Net Worth products to Broker/Dealers nationally and internationally. His expertise extended to various financial products, including IRAs, Retirement Plans, 529s, Non-Purpose and Fully Paid Securities Lending, Trust Services, Cash Management Accounts, Mutual Funds, Alternative Investments, ETFs, and Annuities.

In his most recent role as a Partner and Chief Development Officer at the Tax Efficient Group, Bill continues to contribute to the success of businesses in the financial services sector. His achievements showcase a proven track record in building businesses, raising substantial funds, and excelling in corporate consultative selling.

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