|
Bill Haley, CFP, Vice President
Bill has over twenty years experience in commercial banking, real estate and wealth management. Prior to joining The Charter Group, Bill served as VP of an investment advisory/business management firm responsible for corporate transactions, analyzing business ventures and investment management. Bill has also worked as a financial analyst for a Wall Street rating agency and as a loan officer for several major money center banks.
Bill received his BS in Business Administration from Widener University. Bill is also a Certified Financial Planner professional and a member of the Financial Planning Association.
|
