William B. has extensive work experience in risk management and accounting roles. William is currently the Chief Risk Officer - Trading and Brokerage at DriveWealth, where they are responsible for building a data-driven risk management program. Prior to this, they served as the Chief Accounting Officer - Policy and Risk at DriveWealth, where they successfully reduced the monthly close process and secured external auditors. William B. also held the position of Chief Compliance and Risk Officer at DriveLoyalty. Before joining DriveWealth, they worked at AIG as the Global Head of Financial Control. William also worked at Zurich Insurance Company as the Executive - Enterprise Risk - Global Head of Control Frameworks. William B. spent a significant part of their career at Goldman Sachs, where they served as the Global Head of Internal Control - Reporting and Analysis and developed a risk and control convergence process. William started their career at Citi as a Manager and then worked as a Senior Auditor at Lutz, Cowan & Associates, CPA. William began their auditing career at Bowman & Company LLP as an Auditor.
William B. obtained a Bachelor of Science degree in Business-Accounting from Rowan University. Furthermore, they are a Certified Public Accountant, which was obtained in 1998 from the AICPA.
November, 2023 - present
January, 2023
June, 2022
June, 2021