Bill Franca brings over 25 years of experience in the financial services industry to his role at Vision401k. Prior to founding Vision401k, Bill held key executive-level positions at Direxion Funds and MFS/SunLife Financial. As a member of the Executive Management Committees and Product Development Committees at both Direxion and SunLife, he significantly contributed to the development and introduction of alternative investment strategies and products designed for sophisticated investors and financial advisories.
As a Managing Partner at Vision401k, Bill is involved with investment selection and review for all Vision401k 401(k) plans and managed accounts. He ensures that each investment option aligns with the company's strategic goals and meets the diverse needs of plan participants. Additionally, Bill oversees regulatory and compliance matters for Vision401k, ensuring that all operations adhere to industry standards and legal requirements, and providing comprehensive oversight for Vision401k's 401(k) plan clients.
Bill holds an MBA from the University of Tampa and a BS in Natural Sciences from the University of South Florida. He has also earned the Certified Financial Manager designation from the Merrill Lynch Institute and holds NASD Series 7, 23, 63, and 65 licenses.