William B Weihenmayer

Current Employers

Employment History

• 07/2007 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 07/2007 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) MANAGING MEMBER, 5729 OCEAN DRIVE LLC, BOARD MEMBER/OFFICER/DIRECTOR, START DATE: 10/1/14, DUTIES: I AM THE MANAGING MEMBER OF AN LLC CREATED BY MY FAMILY TO MANAGE A VACATION HOME, 0 HRS PER MO, NOT INVESTMENT RELATED; 2) GERMANTOWN ACADEMY, 340 MORRIS ROAD FORT WASHINGTON PA 19034-0287, START DATE: 5/1/22, DUTIES: THE BOARD OF TRUSTEES AND COMMITTEES ARE RESPONSIBLE FOR ESTABLISHING POLICY GOALS THAT ALIGN WITH THE OPERATION OF THE ACADEMY AND FURTHER ITS MISSION AND CIVILITY PLEDGE. THE BOARD PROVIDES FIDUCIARY OVERSIGHT AND STEWARDSHIP OF THE ACADEMY, APPOINTS AND OVERSEES THE HEAD OF SCHOOL, AND ENGAGES IN AND SUPPORTS LONG-RANGE STRATEGIC PLANNING, 6 HRS PER MO, NOT INVESTMENT RELATED; 3) PENNYPACK ECOLOGICAL RESTORATION TRUST, 2955 EDGE HILL ROAD, HUNTINGDON VALLEY PA 19006, BOARD MEMBER/OFFICER/DIRECTOR, START DATE: 3/7/23, DUTIES: AN ACTIVE MEMBER OF THE BOARDING HELPING TO OVERSEE THE NON-PROFIT'S MISSION TO PROTECT, RESTORE, AND PRESERVE THE LANDS OF THE PENNYPACK CREEK VALLEY, 5 HRS PER MO, NOT INVESTMENT RELATED; 4) HUNTINGDON VALLEY COUNTRY CLUB, 2295 COUNTRY CLUB DR HUNTINGDON VALLEY PA 19006, BOARD MEMBER/OFFICER/DIRECTOR, START DATE: 4/1/23, DUTIES: HELP OVERSEE THE OVERALL FUNCTIONS OF THE COUNTRY CLUB, 7 HRS PER MO, NOT INVESTMENT RELATED; 5) ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015), MY PARENTS ARE THE GRANTORS OF THE TRUST. I AM A BENEFICIARY OF THE TRUST AS WELL AS A CO-TRUSTEE; 6) RGA INVESTMENT GROUP LLC, 40 MONUMENT ROAD SUITE 107 BALA CYNWYD PA 19004, BOARD MEMBER/OFFICER/DIRECTOR, START DATE: 6/18/24, DUTIES: THIS LLC WAS CREATED FOR MICHAEL PAUL (MEMBER OF MY PRODUCER GROUP) AND ME TO FUND EXPENSES ASSOCIATED WITH OUR PRACTICE. THE LLC WILL STRICTLY BE FUNDED WITH CONTRIBUTIONS FROM MICHAEL AND ME AND THE LLC WILL PAY EXPENSES. NO REVENUE, COMMISSIONS ETC WILL BE PAID TO THE LLC, 0 HRS PER MO, NOT INVESTMENT RELATED; 7) OUTSIDE INSURANCE BUSINESS ACTIVITES, GUARDIAN, MASS MUTUAL, PETERSEN INTERNATIONAL UNDERWRITERS, INSMAX INSURANCE BROKERAGE, ASHAR GROUP; 8) USING will@rubgold.com and rubgold.com TO CONDUCT EQUITABLE BUSINESS;

Exams

• S66 Uniform Combined State Law Examination
  2007-10-03