William Smith

Financial Services Manager at Baker Tilly

William Smith, CFA has extensive experience in financial services, particularly in transaction consulting services involving due diligence analysis for funding, acquisitions, and mergers. William has a strong background in financial modeling, Excel-based analysis, and database management. With a Master's in Business Administration, William has also worked in education, research, and archival roles, showcasing their diverse skill set and dedication to excellence in various fields.

Links

Previous companies

Stifel logo
IBM logo
Texas A&M University – Corpus Christi logo

Timeline

  • Financial Services Manager

    June, 2022 - present

  • Senior Associate

    June, 2019