William S.

Senior Vice President at US Capital

William S. has over 20 years of experience in the financial services industry. William currently serves as the Senior Vice President at US Capital Global, where they are responsible for investment banking, wealth management services, investment advisory services, and client relationship management. Prior to this, they worked as a Principal at Summerland Advisors and as the Managing Partner at Montecito Advisors, LLC. William also served as the President of Sun Pacific Holding Corp and as the Business Development Officer at Navellier Genesis, LLC. Earlier in their career, they owned and operated Bill's Bus/Arrive Alive and worked as the Operations Manager/Lead Trader at Carnes Investment Group.

William S. attended Santa Barbara City College from 1991 to 2006. William studied Business Economics and Computer Science during this time. Later, they enrolled at UC Santa Barbara from 2008 to 2010, focusing on Economics. It is unclear whether they obtained any degrees during their education.

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Timeline

  • Senior Vice President

    March, 2023 - present