As the National Sales Director, Bill oversees the sales efforts for the DCIO market for Invesco. Invesco has 8 Senior Retirement Consultants in the field, collaborating with financial professionals to help find innovative solutions, helping advisors grow their business, and meet the investment needs of an increasingly complex retirement marketplace.  Bill and the DCIO team at Invesco directly support financial advisors, relationship managers and consultants by sharing expert technical knowledge and translating ideas into practical, actionable strategies. Prior to his current role, Bill had been with the firm via the acquisition of OppenheimerFunds for over 20 years as the Senior Retirement Consultant for OppenheimerFunds in the New York Metro region.

Prior to joining the firm in 1999, Bill held positions at Long Term Credit Bank of Japan, & Drexel Burnham. He is a graduate of Niagara University with a B.S. in Business Management and Labor Relations and holds Series 24, 7, and 63 licenses. He has attained the CIMA®, AIF®, CRPS®, and CHSA® designations.

Bill also serves as a member of the Board of Trustees of CentraState Healthcare System in New Jersey.

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