William Naas

William Naas is the Director of Advisor Sales at TIFIN. William has over 9 years of experience in the financial industry.

Naas began their career at Prudential in 2012 as a Financial Professional. William helped businesses and individuals alike to achieve their financial goals. In 2014, they switched gears and began working as a Business Development Consultant for Jackson. There, they were responsible for developing new business opportunities.

In 2018, Naas left Jackson to join WealthVest as a Regional Consultant. William worked with clients in the Northwest region of the United States. In October 2019, they joined Transamerica as an Internal Wholesaler. William remained in that role until September 2021 when they accepted their current position at TIFIN.

William Naas attended Adams State College, where they obtained a Bachelor of Business Administration (B.B.A.) in finance and financial management services.

They work with Claire Wachter - Head of Parternships, Financial Answers, Seth Chaps - Senior Visual Designer, and Lisa Mougin - Chief Operating Officer, Louise. William Naas reports to Vinay Nair, Founder & CEO.