Bill Snoke, C(k)P® Certified 401(k) Professional
Bill Snoke joined Greenberg, Wexler & Eig, LLC in the summer of 2009 as the Director of Qualified Retirement Plans, bringing a diverse sales background. He has 17 years of experience in the retirement and investment industry working with qualified plans and an additional ten years sales experience from outside the industry in the consumer products world. Bill is an Investment Advisor Representative and holds his Series 7 securities license.
Bill now manages all aspects of GWE’s qualified retirement business. His areas of expertise include plan investments and asset allocation, plan design strategy, management of participant and client interaction, plan reviews, education and operations. Bill has extensive experience working with multiple record-keepers and third party administrators. He works with individual clients managing their retirement investments as well as having coordinated group investment education, acts as a liaison for institutional clients and manages the ongoing servicing of established plans.
Bill received a B.A. in Economics from the University of Colorado ’86, and holds the C(k)P™ designation through The Retirement Advisor University at UCLA Anderson School of Management Executive Education.
Starting with a division of Lincoln Financial Advisors located in Southern California, where Bill was a President’s club winner, he built a large and loyal client base throughout Southern California, Nevada and Utah of individual and institutional clients. He moved on after 7 years to the local area where he spent three and a half years with ADP in a variety of capacities including sales, service and education all in the 401k marketplace. This all has greatly assisted him in having a more in depth knowledge and understanding of the qualified retirement industry.
Bill enjoys a variety of outdoor activities including Basketball (both playing and coaching), biking and surfing. He lives in Bethesda, MD.