Dave Williams has extensive and diverse work experience. Dave currently holds the position of Chief Product and Technology Officer at Lease End, starting in December 2021. Prior to this, they worked at Legg Mason (later acquired by Franklin Templeton) from December 2017 to December 2021, where they served as Director of Digital Strategy and Wealth Management. During this time, they played a crucial role in building digital advice platforms and led the development of FinancialGuard, a digital investment advisor.
Before joining Legg Mason, Dave founded a financial technology startup called FrontPaw Solutions in March 2016. As the founder, they created LifeBlox, a decision support engine aimed at helping individuals make informed economic decisions. Eventually, Legg Mason acquired LifeBlox.
Dave also worked as an Entrepreneur in Residence & Advisory Board member at Startupbootcamp FinTech from April 2016 to July 2016.
Prior to their entrepreneurial ventures, Dave held various positions at S&P Capital IQ from 2007 to 2016. Dave served as Managing Director, leading a global sales engineering & education team responsible for significant sales support and managing a team of over 120 professionals. Dave also held roles such as Senior Director, Fixed Income Risk Management Services, where they provided expertise and support to sales and product development efforts, and Senior Director, Structured Finance Products, where they managed a global structured finance application platform.
Dave's career began in 1996 when they joined IMAKE Consulting, Inc., initially as a Financial Analyst. Dave later became a Manager of Structured Finance, providing consulting services and developing analytical software. Eventually, they became the Director of Structured Finance and led a group consisting of financial analysts and software developers.
Prior to their professional career in finance and technology, Dave served in the US Army as an Engineer Officer, where they supervised and trained junior engineer officers.
Overall, Dave Williams has a wealth of experience in finance, technology, entrepreneurship, and leadership roles.
Dave Williams attended the United States Military Academy at West Point from 1987 to 1993, where they obtained a Bachelor of Science degree in Economics. Following their time at West Point, they pursued further education at the University of Hawai'i - Shidler College of Business from 1993 to 1995, earning a Master of Business Administration (MBA) with a focus on International Business. In addition to their degrees, Dave Williams obtained the Chartered Financial Analyst certification in September 1999. Furthermore, they obtained an International Business Certificate from the Pacific Asian Management Institute in August 1994.
Sign up to view 8 direct reports
Get started