William Dillard, CFA, CAIA, is an Investment Director and Senior Principal at Mercer Investments, where they oversee business development initiatives across the Southeast. Previously, they served as a Principal and Associate at Mercer and worked as an Analyst at Credit Suisse from 2010 to 2013. William began their career as a Financial Representative Intern with Northwestern Mutual Financial Network in 2008. They hold a Bachelor of Science in Business Administration with a focus on Economics and Finance from the University of North Carolina at Wilmington, where they graduated with a 3.71 GPA.
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