William Pfaff

Treasurer at LBU Community Clinic

William Pfaff is the current Treasurer at LBU Community Clinic. Prior to their current position, they served as Vice President / Senior Portfolio Manager at HSBC from April 2015 to November 2017. Before HSBC, William worked as a VP / Credit Manager at Citi from July 2008 to April 2015.

At Citi, William conducted portfolio management for 15 clients that included $538.9 million in loan production, $34.7 million in credit equivalent derivatives & $352.8 million in clearing facilities. William received top performance rating in 2012 and underwrote $354.4 million in new loan production earning $5.0 million in up-front fees. Loan production included outbound deals for Thailand, Singapore, Netherlands and Mexico along with two inbound deals from Mexico. William also recorded 3 new bonds completed by Citi capital markets for clients in the amount of $250.0 million ($175.0 thousand tip), $330.0 million (lead-left / $1.4 million in fees) and $300.0 million ($262.0 thousand tip). In addition, they closed 2 new agencies: $42.0 million best efforts syndication & $195.0 million co-agented full underwrite (Large Deal Finalist for 2013 M&A awards as selected by Dallas Business Journal and the Association for Corporate Growth). William concluded their 2 year rotational Management Associate Program that included 3 months of formal credit training.

William Pfaff's educational career includes an International MBA in Finance/French Track from the Darla Moore School of Business, a BA in Spanish from Viterbo University, an International MBA in Français des Affaires from ESCP Europe, and a BA in International Management from Luther College. William also has a diploma in General from Melrose-Mindoro.

Timeline

  • Treasurer

    Current role

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