Bill has over 30 years of experience in finance and balance sheet management and serves as a Managing Director of Specialty Finance where he provides Secured Financing for large institutional clients. Bill previously served as a Director at Credit Suisse in the Prime Services business where he managed the collateral management and liquidity finance teams that financed the firm’s Equities and Convertible bonds, as well as helping to manage the Firm’s balance sheet and HQLA requirements. Prior to the initiation of the Volker rule, Bill traded a short-term fixed income book that consisted of treasuries, agencies, and futures. He also managed an Equity repo book with balances up to $18 billion, before Basel rule changes.

Prior to Credit Suisse, Bill spent 15 years at Lehman Brothers where he served 7 years on the Fixed Income repo desk and 8 years on the Equity Finance desk. Prior to Wall Street, Bill worked at Price Waterhouse and American Express in a CPA auditing capacity. A graduate of Manhattan College in accounting, he is a CPA and holds FINRA Licenses: 3, 7, 24, 55, 63.