Previous Work Experience
Bill has more than 25 years of industry experience, joining RBC Wealth Management in 1999. From 1990-1999, he worked for Investment Advisers, Inc. (IAI), an international firm that managed more than $17 billion in assets. Bill was vice president and senior counsel, as well as corporate secretary to the IAI Mutual Funds, and was responsible for providing client service to the IAI Funds Board of Directors, IAI’s largest client with more than $2 billion in mutual fund assets. He successfully completed the Accredited Wealth Management course affiliated with Michigan State University, and holds the Series 7, 24, 63, and 66 Securities licenses, as well as insurance licenses.
Education
Bill holds a Bachelor of Science degree in business administration from St. John’s University in Collegeville, Minnesota, and a J.D. degree from the William Mitchell College of Law.
Bill, his bride of 24 years, Margaret, and their three teenage children Tommy, Alexandra, and Joey reside in Edina, MN. When not at the office, Bill enjoys spending family time at their cabin on Bay Lake, as well as cooking and reading.
