William Velazquez

William Velazquez has a diverse work experience spanning multiple roles and industries. William is currently employed at EverC as a Senior Customer Success Manager, where they excel in fostering engagement between SaaS clients and internal stakeholders, promoting system adoption, product expansion, and renewals. Prior to this, they worked at EZOPS Inc for four years as a Customer Success Manager, Implementations Manager, and Onboarding Manager. In this role, they played a crucial role in product implementation, providing comprehensive support to finance professionals across various enterprise and startup firms. Before joining EZOPS Inc, William worked as a Financial and Management Consultant, serving as a key Political Marketing Strategist for a local office candidate. William has also gained considerable experience at Citi, where they held positions including Operations Manager - Vice President, responsible for various back office functions supporting debt issuance, settlements, trade capture, and customer service. Additionally, they worked as a Project Manager/Coordinator for a special integration project, leading the coordination of system migration for European Fixed Income, Credit, and Equity Derivatives. Throughout their career, William has demonstrated their ability to drive meaningful change, streamline processes, and deliver successful outcomes.

William Velazquez's education history includes attending New York University for Finance, General. However, the start and end years are not provided. Additionally, they obtained a Series 99 degree from FINRA, but no information about the start and end years or a specific field of study is given.