In June, 2005, Bill joined Otis and Ahearn after working for the previous 28 years in the insurance and financial services industry in sales and sales management/training capacities; most recently with New England Financial and previously with Prudential. During his tenure in these companies, Bill was recognized for numerous company and industry accomplishments, both at a local level and nationally. At Otis & Ahearn, Bill’s responsibilities focus on improving financial systems and administrative policies/procedures.

BUSINESS EXPERIENCE

• Over thirty years of sales experience in various roles in the Financial Services industry - as an Agent, Sales Manager and Agency Head. 
• Six years experience in various corporate positions. 

EDUCATION & CERTIFICATION

• Charted Life Underwriter, American College, Bryn Mawr, PA designation accomplished in 1992 
• Charted Financial Consultant, American College, Bryn Mawr, PA designation accomplished in 1994 
• Life Underwriters Training Council Fellowship, Life Underwriters Training Council, designation accomplished in 1987 
• Graduate of Babson College