Will W. is an experienced financial professional with a diverse background in account management and operations within the financial services industry. Currently serving as a Senior Account Manager at Phoenix American Financial Services since March 2014, Will previously held roles such as Senior Operations Analyst at Mission Creek Capital Partners Inc. and Consultant in Accounting Operations at Watershed Asset Management. Will's extensive experience also includes a significant tenure at Bank of New York Mellon, where multiple roles spanned from Client Services Manager to Senior Fund Accountant. Earlier career experiences include positions as a Performance Analyst and Portfolio Accountant at State Street California. Will holds a Bachelor of Science degree in Environmental Economics & Policy from the University of California, Berkeley.
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