Will Gilbert, CFA

Will Gilbert, CFA, has a diverse work experience in various industries. Will is currently the Director of Customer Success at Datarails since December 2022. Prior to this role, they worked as the FP&A Customer Success Team Lead at Datarails starting from February 2022. Will also served as the FP&A Customer Success Manager at Datarails from August 2021 to January 2022.

Before joining Datarails, Will worked at Bank of America Merrill Lynch for six years. In their tenure there, they held the position of Associate from September 2017 to August 2021 and started their journey at the company as an Analyst from June 2015 to August 2017.

Prior to Bank of America Merrill Lynch, Will worked as an Investment Team Intern at Greenspring Associates in 2014, and as a Wealth Management Intern at Morgan Stanley Wealth Management in 2013.

Overall, Will Gilbert, CFA, has gained valuable experience in various roles and industries, showcasing their aptitude for customer success, financial planning and analysis, investments, and wealth management.

Will Gilbert, CFA earned their Bachelor of Science in Business Administration (BSBA) with a concentration in Finance from Elon University's Martha and Spencer Love School of Business. Will attended from 2011 to 2015, completing their degree in the stipulated four-year timeframe.