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.
June, 2022 - present
June, 2019
Customer Financial Services Manager- Central Midwest & Great Lakes at Wilbur-Ellis
Financial Services Manager at Teachers Federal Credit Union
Financial Services Manager at LMG
Financial Services Manager at YWCA Metropolitan Chicago
Patient Financial Services Manager at EvergreenHealth
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