Altrata
Bill St. George is an experienced professional in account management and financial advisory, currently serving as Senior Director and Team Lead of Account Management at Altrata since January 2018, where supervision and development of account managers are key responsibilities. Bill's expertise includes achieving financial targets through strategic resource management and utilizing DaaS-SaaS platforms to provide advisory services to prominent clients in the financial sector. Previous roles include Director of Account Management at Altrata, Senior Account Manager at The Deal, and Business Development Manager at Primary Insight. Bill also has a solid foundation in client advisory and financial services, having worked as a Manager at Empire Advisory LLC and as a Financial Advisor at Merrill Lynch. Bill holds a Bachelor of Arts degree in Communication from Syracuse University.
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Altrata
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Altrata is comprised of 5 unique offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X. With more than 100 million profiles on wealthy individuals, senior decision makers, board members and c-suite leaders, Altrata provides intelligence on the people who are most impactful to their clients’ success.