William Chisholm

William Chisholm has over two decades of experience in financial services, with a strong focus on transfer agency, banking operations, and risk management. Currently serving as a Fund Accountant at Northeast Retirement Services since July 2021, William held roles at Tremont Credit Union and Crescent Credit Union prior to this position. Notably, William spent several years at State Street, where significant contributions included managing credit risk within a team and supervising shareholder services in the Transfer Agency. Previous positions include Transfer Agency Supervisor at Brown Brothers Harriman and various roles at State Street, where expertise in process improvement and automation was demonstrated. Education includes studies at Boston University and participation in the Network Technology Academy and SigmaPro.