CourseMark’s mission is to be the best choice for credit unions seeking a partner who improves their bottom line by increasing their earnings, diversifying their portfolios, and helping them attract and retain the industry’s top talent.
Before launching CourseMark in 2021, Bill was a registered investment advisor with 16 years’ experience helping individuals and institutions build and protect wealth.
Bill was the brokerage managing director at Capstone Partners, a nationally recognized insurance and investment services firm, where he collaborated with the top practitioners in the country on executive benefit programs for credit unions and other nonprofit organizations. Bill’s vision is to bring together genuine, innovative, people-oriented professionals with a shared passion for making the world a better place, one relationship at a time.
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