William Neely, CFP®, has a background in finance and banking with experience in conducting competitive intelligence analysis and credit analysis. William has worked in various roles ranging from proposal management to correspondence internships and has participated in leadership and community service programs. William currently works as a Senior Analyst on the Client Advisory Team at Tolleson Wealth Management.
January, 2023 - present
May, 2021
Senior Director - GTM Analytics at Miro
Global Head Of Dd&t (data,digital,technology) Procurement at Takeda Pharmaceutical
Director Client Management at Microsoft
Data Center Manager & Technical Manager at Microsoft
Data Director, Global Fund Data - ESG at Morningstar
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