Adam W. is a results-oriented finance executive with over 20 years of experience in global wealth management. Currently, they serve as the Senior Vice President of Residential at DuraServ, overseeing strategic initiatives in their field. Adam has held various leadership roles, including VP of Financial Planning & Analysis and VP of Americas Tax at Franklin Templeton, where they integrated financial processes and provided optimization recommendations. Previously, Adam was a Managing Director at Andersen, specializing in tax strategies for cross-border investments, and a Senior Financial Analyst Manager at KPMG. Adam is pursuing a Master of Finance in Accounting at the University of California, Berkeley.
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