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