Knowledge Powered by experience
Will has spent his entire career focused on serving the needs of private and publicly held corporations and their executives. He currently leads the team's corporate effort with a narrow focus on educating participants and implementing their equity compensation plans. With over 20 years of experience assisting corporate clients with directed share programs, equity compensation administration, executive financial services and wealth management, he has a unique perspective on the inner workings of the corporate client.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Investments |
Northbrook, IL |
November 2008 - Present |
Jefferies & Company Inc. |
Managing Director |
Chicago, IL |
November 2004 - November 2008 |
CSFB/Donaldson, Lufkin & Jenrette |
Vice President |
Chicago, IL |
December 1992 - November 2004 |
Education
- B.A. Economics, Lake Forest College
- Certified Equity Professional
Personal & Community
- President, Wisconsin Chapter of the NASPP
- Finance Comittee Member for the Lake Forest Community High School District #115
- Volunteer AYSO Soccer Coach
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY