When Bill feels too comfortable, he knows it’s time to disrupt. He used to be an avid jogger. Then he started running triathlons. Now he enters Ironman races for fun. Restless, fearless, driven—he leads by doing the hard work—bringing others along with him as we iterate to ever bolder and more ambitious goals.
Our in-house visionary, Bill has been evolving trading, clearing, custody, and the finance industry as a whole for more than 20 years. His work routinely garners industry recognition, including the Ernst & Young Entrepreneur Of The Year® 2021 Southwest Award* and a 2022 election to the Depository Trust & Clearing Corporation (DTCC) board of directors.
Background
Chief of Staff / Executive Committee Member
Institutional Product Suite / Global Reengineering Direction
- Donaldson, Lufkin & Jenrette
MBA Program
Education, etc.
- FINRA Series 3, 7, 24, and 63
- Rutgers University, MBA in Strategic Management
- Wesleyan University, Bachelor of Arts
LinkedIn
* “EY Announces Winners for the Entrepreneur Of The Year® 2021 Southwest Award,” EY.com, 8/4/2021