Bill Carroll
(425) 229-4639 Mobile
(425) 885-0263 Office
2438 134th Ave. N. E., Bellevue, Washington 98005
By Appointment Only
Bill is a 40-year veteran of the Investment Management Industry. He started as a Financial Advisor with Merrill Lynch in Denver .
From that beginning he advanced to becoming the Regional Marketing Director for Putnam Financial Services and most recently completed 25years of service with Delaware Funds ,responsible for marketing financial products to Broker-Dealers and Financial Advisors in the five-states of the Pacific Northwest. He had a superior track record of success in roles requiring business development, communications, collaboration and deal-closing skills. He developed strategic partnerships that became long lasting relationships with trusted advisors in how to maximize sales volume and client retention .
Bill graduated from the University of North Carolina in Chapel Hill with a Bachelor of Arts in Economics. He proudly served as a Captain in the United States Air Force as an Intelligence Officer with two tours in South Vietnam.
From that beginning he advanced to becoming the Regional Marketing Director for Putnam Financial Services and most recently completed 25years of service with Delaware Funds ,responsible for marketing financial products to Broker-Dealers and Financial Advisors in the five-states of the Pacific Northwest. He had a superior track record of success in roles requiring business development, communications, collaboration and deal-closing skills. He developed strategic partnerships that became long lasting relationships with trusted advisors in how to maximize sales volume and client retention .
Bill graduated from the University of North Carolina in Chapel Hill with a Bachelor of Arts in Economics. He proudly served as a Captain in the United States Air Force as an Intelligence Officer with two tours in South Vietnam.