Bill Nugent, CFP®, EA - Email & Phone Number

Founder | CCO at Convey Wealth Management

Bill Nugent, CFP®, EA is based out of Los Angeles Metropolitan Area and works at Convey Wealth Management as Founder | CCO.

Bill Nugent, CFP®, EA's Contact Information

Latest update

May 15, 2024

Location

Los Angeles Metropolitan Area

Bill Nugent, CFP®, EA's Work History

Founder | CCO

Convey Wealth Management

Sep 2022 - Present

Instructor

UCLA Extension

Apr 2023 - Present

Senior Wealth Advisor at The Mather Group

The Mather Group, LLC

Jul 2019 - Jun 2021

Bill Nugent, CFP®, EA's Education

University of Massachusetts Amherst

Isenberg School of Management, UMass Amherst

MBA

Acuity Institute

Six Sigma Black Belt

Bill Nugent, CFP®, EA's Skills

Customer Retention

Customer Satisfaction

Business Strategy

Business Relationship Management

Tax

Direct Sales

Bill's current employer

Convey Wealth Management

Description

Website

conveywealth.com

HQ Location

los angeles, california, united states

Number of employees

Industry

Latest update

May 15, 2024

Read about Convey Wealth Management

Frequent questions about Bill Nugent, CFP®, EA

What company is Bill Nugent, CFP®, EA working for?

Bill Nugent, CFP®, EA works for Convey Wealth Management.

What is Bill Nugent, CFP®, EA's function at Convey Wealth Management?

Bill Nugent, CFP®, EA is Founder | CCO at Convey Wealth Management.

Where is Bill Nugent, CFP®, EA based?

Bill Nugent, CFP®, EA is based out of Los Angeles Metropolitan Area.

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