Will graduated from Pace University with BBA in Finance. He earned the right to use the CFA designation in 2004 and completed the CMT program in 2003. Before joining MassMutual Eastern Pennsylvania, Will worked in the financial services industry for over fifteen years, most recently as a NASDAQ Equity Trader and Market Maker in the OTC Market, assisting institutional investors, Hedge Funds, and high net worth individuals to invest in Special Purpose Acquisition Companies (SPACs), as well as Large, Mid, Small and Microcap companies. William has worked on some of Wall Street’s leading Equity Trading Desks including Goldman Sachs and Royal Bank of Canada. William has investment, trading and portfolio construction expertise in equities, warrants, interest rate futures, bonds, options, spot and forex products. Experienced in Valuation of public and closely held businesses. He is one of the agency’s Investment Specialists, assisting financial professionals and clients on investments and portfolio construction.
READ THE Q&A BELOW TO LEARN MORE ABOUT WILL
Where are you from?
Forks, Pa
What advice would you provide to someone just starting out as a Financial Professional?
Master Communication and find a successful mentor.
What was your first job ever? What did you like/dislike about it?
Mid office clerk in a European Merchant Bank. What I liked the most about this job was that it was my launch pad into the world of trading and investing. What I disliked the most about it was leaving the firm and missing the work culture that existed there. I never have experienced anything like it.
Where is one of your favorite places to travel to, and why?
London because of its history, its culture and my memories.
What causes or community services do you have a passion for?
Center for Animal Health & Welfare
If you could share a beer with any person throughout history, who would it be?
Einstein because I admire that he was able think outside of conventional knowledge and create revolutionary ideas.
What life achievement are you most proud of?
Raising three kids
What are you currently streaming?
House of the Dragon, Welcome to Wrexham and Peaky Blinders.
What is one item you learned in the previous month, connected to the industry or not?
Challenges of training a Husky Puppy, learning how to deal with uncertainty, self-reflection and humility.
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