William Holsworth

William Holsworth, CIMA, has a diverse work experience spanning various industries. William has held roles such as Director of Community Economic Development, where they spearheaded initiatives to mitigate the impact of the COVID-19 pandemic on the town of Monroe. William has also worked as a self-employed contractor, managing home improvement projects and coordinating budgets and schedules with external partners. Additionally, Holsworth has experience as a youth educator, assistant coach, and Girl Scout troop leader, promoting the growth and development of young athletes and scouts. William has also worked in the financial sector as an Executive Vice President, orchestrating new mortgage business and advising clients on appropriate mortgage solutions. Prior to this, Holsworth held leadership positions in investment management at Prudential Financial and American Skandia Life Assurance Corporation, where they led the development of asset allocation portfolios and guided investment teams.

William Holsworth holds a Master of Business Administration (MBA) degree in Finance from Fairfield University. William also has a Bachelor's degree in Applied Actuarial Mathematics from Bryant University. Additionally, they have obtained several certifications including "Developing Executive Presence" from LinkedIn in October 2018, "Certified Investment Management Analyst" from Investments & Wealth Institute in August 2010, and they are a candidate for the "Certified Alternative Investment Analyst" from CAIA. William also holds an NMLS License for the SAFE MLO National Test.