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Avatar of Grant Conness.
Avatar of Grant Conness.
Managing Director & Co-Founder @Global Wealth Management
2009 ~ Presente
Managing Director
Más de un año
Present Fort Lauderdale 1031 Alternatives Group, President, Jan 2008 ~ Present 1031 Alternatives Group is an innovative real estate and alternative investment firmAG focus is in the area of 1031 and 1033 tax-deferred exchange replacement property solutions. Wealthcrafters - SII Investments, Financial Advisor - Marketing Director, Jan 2003 ~ Apr 2006 Education Florida Atlantic University, Bachelor of Business Administration (BBA), Bachelor of Business Administration B.B.A. Marketing, 1998 ~ 2001 University of Findlay, Master of Business Administration (MBA), Business Administration and Management, 1996 ~ 1998 Skills Retirement Planning Wealth Management Investments Retirement Estate Planning Financial Planning Alternative Investments Business Management
Retirement Planning
wealth management
estate planning
Empleado
No está abierto a oportunidades
A tiempo completo / No está interesado en trabajar a distancia
Más de 15 años
Florida Atlantic University
Bachelor of Business Administration B.B.A. Marketing

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Definition of Reputation Credits

Technical Skills
Specialized knowledge and expertise within the profession (e.g. familiar with SEO and use of related tools).
Problem-Solving
Ability to identify, analyze, and prepare solutions to problems.
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Ability to navigate unexpected situations; and keep up with shifting priorities, projects, clients, and technology.
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Más de un año
CEO/Owner
Mid Atlantic Financial, LLC
1988 ~ Presente
Moorestown, NJ, USA
Professional Background
Situación actual
Progreso en la búsqueda de empleo
Professions
Fields of Employment
Experiencia laboral
Management
Habilidades
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Job search preferences
Posición
Tipo de trabajo
Ubicación
A distancia
Freelance
Educación
Escuela
Villanova University
Mayor
Political Science
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Bill Schantz

Insurance Linked Financial Strategies

A gifted entrepreneur, Bill Schantz is an accomplished Chief Executive Officer and business owner operating in the insurance industry. A resident of Moorestown, New Jersey, Bill Schantz owns and manages multiple companies under the umbrella firm Mid Atlantic Financial, LLC. These companies include Senior Settlements, LLC, which pioneered life settlements in the capital markets; Bedrock Capital Group, LLC, which is a private intrastate offering in the state of Florida; and Harper Financial, LLC, which is an insurance agency.

For all his companies, Mr. Schantz maintains oversight authority over everything from recruiting and training new staff to budgeting, marketing, product development, financial structuring, and regulatory compliance. With over 40 years experience in the insurance industry he has maintained crucial partnerships between his companies and leading actuarial, banking and legal firms within the investment banking arena. These partnerships include relationships with companies like Bear Sterns, Dresdner Bank, Deutsche Bank, Credit Suisse, and others outside of the insurance industry.

Outside of work, Bill Schantz is a member of the Life Insurance Settlement Association. He regularly attends educational forums focused on structured finance and insurance linked assets. A philanthropist, Mr. Schantz and his companies have donated hundreds of thousands of dollars to charities such as Noelle’s Light, Our lady of Good Counsel Church, Ronald McDonald House, Children's Hospital, Missionaries of the Poor, March of Dimes and others.

Moorestown, NJ, US


Work Experience

May 1988 - Present

CEO/Owner
Mid Atlantic Financial, LLC

Mar 1978 - May 1988

District Manager
Senior Settlements, LLC


Education

Sep 1973 - May 1977

BA
Villanova University
Political Science

Resume
Perfil

Bill Schantz

Insurance Linked Financial Strategies

A gifted entrepreneur, Bill Schantz is an accomplished Chief Executive Officer and business owner operating in the insurance industry. A resident of Moorestown, New Jersey, Bill Schantz owns and manages multiple companies under the umbrella firm Mid Atlantic Financial, LLC. These companies include Senior Settlements, LLC, which pioneered life settlements in the capital markets; Bedrock Capital Group, LLC, which is a private intrastate offering in the state of Florida; and Harper Financial, LLC, which is an insurance agency.

For all his companies, Mr. Schantz maintains oversight authority over everything from recruiting and training new staff to budgeting, marketing, product development, financial structuring, and regulatory compliance. With over 40 years experience in the insurance industry he has maintained crucial partnerships between his companies and leading actuarial, banking and legal firms within the investment banking arena. These partnerships include relationships with companies like Bear Sterns, Dresdner Bank, Deutsche Bank, Credit Suisse, and others outside of the insurance industry.

Outside of work, Bill Schantz is a member of the Life Insurance Settlement Association. He regularly attends educational forums focused on structured finance and insurance linked assets. A philanthropist, Mr. Schantz and his companies have donated hundreds of thousands of dollars to charities such as Noelle’s Light, Our lady of Good Counsel Church, Ronald McDonald House, Children's Hospital, Missionaries of the Poor, March of Dimes and others.

Moorestown, NJ, US


Work Experience

May 1988 - Present

CEO/Owner
Mid Atlantic Financial, LLC

Mar 1978 - May 1988

District Manager
Senior Settlements, LLC


Education

Sep 1973 - May 1977

BA
Villanova University
Political Science