Personal Information
Organização/Local de trabalho
Dallas, TX United States
Cargo
Technology Columnist, Consultant
Setor
Finance / Banking / Insurance
Site
fppad.com/about/
Sobre
Bill Winterberg, CFP® is a technology and operations consultant to independent financial advisors. He has past professional experience as a Registered Representative, Registered Investment Adviser, and an Operations Manager. Prior to entering financial services, Bill was a software engineer for Hewlett Packard and LeapFrog Toys. He writes the monthly technology column for Morningstar Advisor, provides technology commentary for the Journal of Financial Planning, and blogs at his own website, FPPad.com.
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bill winterberg
fppad
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