Financial Services Executive
Bill has been in the financial services industry, including banking, trust and investment services, since 1980. He began specializing in real estate tax strategies in 1986 with a specialty emphasis in 1031 Exchanges, 1033 Exchanges, Self-Directed IRAs and Individual 401(k) Plans, Title Holding Trusts (Land Trusts), Specialty Holding Escrows and Custody/Investment Accounts with an emphasis in non-traditional assets or alternative investments.
Expert Witness Testimony
He also serves as an industry consultant, advisor, trainer, instructor and expert witness. His work as an expert witness focuses on matters related to 1031 Exchanges, 1033 Exchanges, Self-Directed IRAs and Title Holding Trusts or Land Trusts. His expert witness work has included testimony at numerous depositions, arbitrations and trials.
Professional Speaker, Author, and Continuing Education Instructor
Bill has written, lectured, taught and trained investors extensively on 1031 Exchanges, 1033 Exchanges, Tenant-In-Common (TIC) and Delaware Statutory Trust (DST) investment properties as replacement property solutions for 1031 and 1033 Exchanges, Self-Directed IRAs and Individual 401(k) Plans, and Title Holding Trusts or Land Trusts.
Bill Exeter is the host for Go Ahead, ASK! Podcast by The Exeter Group, a frequent guest expert on "The Financial Advisors — Money Talk Radio Show” on San Diego News Radio AM 600 KOGO, an occasional guest on "BizTalk Radio" on Business Talk Radio AM 1000 KCEO San Diego and numerous other radio and television appearances.
Professional Experience
Bill has been in the financial services industry for over 40 years. Bill has administered in excess of 125,000 1031 Exchange transactions during his 40 plus-year career in the 1031 Exchange industry, in one of the founding members of hte 1031 Exchange industry's trade association, the Federation of Exchange Accommodators and has administered thousands of Self-Directed IRAs and Individual 401(k) Plans and Custody/Investment Accounts during his extensive career.
Immediately prior to founding The Exeter Group of Companies Bill served as President and Chief Executive Officer of TransUnion Exchange Corporation (formerly Diversified Exchange Corporation) in San Diego, California for four years and prior to that as Executive Vice President, Chief Operating Officer, and Chief Financial Officer of The Chicago Trust Company of California and its 1031 Exchange subsidiary in San Diego, California for 13 years that were part of the Chicago Title and Trust Family of Companies.
In addition, he served as the President, Chief Executive Officer and Chief Financial Officer with two 1031 Exchange companies in the 1980s during the 1031 Exchange industry’s infancy and is one of the founding members of the industry's trade association, the Federation of Exchange Accommodators.
Bill was Assistant Vice President and Controller of Provident Savings Bank in Riverside, California and Assistant Vice President and Controller of OneCentral Bank in Glendale, California during the 1980's.
His professional experience includes 1031 Exchange; 1033 exchange; 721 Exchanges; 121 Exclusions; title insurance and escrow services; fiduciary, trust, custody/investment and retirement account administration; trust operations; investment management services; commercial banking; and insurance agency administration.
Professional Associations
Bill was one of the founders of the industry trade group, Federation of Exchange Accommodators, and is involved with numerous professional organizations including the California Municipal Treasurers Association, Institute for Portfolio Alternatives (IPA), Retirement Industry Trust Association (RITA) for trust companies that specialize in Self-Directed IRAs and Individual 401(k) Plans, California Escrow Association (CEA), San Diego County Escrow Association (CEA), North San Diego County Escrow Association (NSDCEA), NorCal Escrow Association, Escrow Association of Washington (EAW), and Escrow Institute of California (EIC), as well as the Society of Exchange Counselors (SEC), National Counsel of Exchangors (NCE), Alternative and Direct Investment Securities Association (ADISA, formerly known as REISA), Income Property Management Expo, AIR Commercial Real Estate, the San Diego Chapters of CCIM and CREW, NAIOP, SIOR, and the San Diego Creative Investors Association (“SDCIA”).
Education and Certifications
Bill graduated from California State University, Los Angeles with a Bachelor of Science degree in accounting, and from the Cannon Financial Institute, attaining the Certified Securities Operations Professional (CSOP) designation (since lapsed).