Bill has been responsible for finance, legal, and operations at both larger companies and startups, and has helped take companies public. With a combination of investment banking and technology operations experience, he has led organizations through exponential growth, raised debt and equity, executed and integrated several acquisitions, and completed multiple successful exits for investors. In the last decade alone, he has led private-equity backed SaaS businesses, helped drive ambitious growth paths for firms including CultureIQ, ComplySci, Workwave, and Mobile Commons, and worked with investors such as Warburg Pincus, ParkerGale, Vista Equity Partners, and EQT. He began his career in investment banking and research with Merrill Lynch, Crusader Securities, and Standard & Poor’s, where he researched and advised on M&A and capital raises for growth technology businesses. He is a Certified Financial Analyst (CFA) Charterholder.
Education: University of Maryland College Park (BA + BS, dual major), University of Chicago Booth School of Business (MBA)