Bill Hortz
William Hortz is the Founder and Den of the Institute for Innovation Development and Founder/CEO of Strategic Account Management Solutions He is an independent business consultant with more than 30 years of experience in the financial services industry, having an exceptional track record in building brands, businesses and people. Bill’s extensive industry knowledge and experience had led him to develop a strong belief, passion and advocacy for innovation creation, strategic thinking, and strategic account management as the nexus of business forces needed to address a business environment challenged by a rapid rate of change.
Bill Hortz Professional Experience / Academic History
Professional Experience
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Founder, Dean
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Director, Strategic Accounts
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Regional Director, Institutional Services
Academic History
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Bachelor of Science, Psychology
Bill participated in the inaugural Global Account Management Certification program jointly sponsored by Columbia Business School and St Gallen University (Switzerland).
He specializes in Innovation Development, Strategic Account Management, Strategic Thinking, Relationship Management and Business Strategy.
He also supports the professional development of financial advisors, practice management leaders, strategic account managers, business development professionals, senior B2B executives and small business owners.
Bill has industry experience in the following:
Creatively restructuring and developing internal/external sales and strategic account departments
Entrepreneurially pioneering new markets in the early days of the financial advisor fee-based movement and financial alliance programs in the US
Created many non-traditional and engaging advisor educational events while working at firms including OppenheimerFunds, Neuberger Berman, Peregrine Asset Management (HK), and Templeton Funds Distributors