Bill is a seasoned financial professional with over thirty years of financial management experience. For the past twenty years, he has focused on treasury, banking, and accounting. Bill is a graduate of Ithaca College where he obtained his Bachelor’s degree.
As Business Development Manager, Bill is responsible for the practice’s Client Service Standards by establishing and strengthening individual client relationships. He handles all client service requests and is also responsible for the back office requirements of the firm including bookkeeping, accounts payable/accounts receivable, and IT.
Bill lives in Melrose, MA with his wife Nancy. He is a former basketball and softball player and an avid NASCAR fan. In addition, he is a former board member (Treasurer) of the Melrose Bandaiders, a parent volunteer organization that benefits the Melrose Marching, Jazz, and Concert bands.
• Bachelor of Science – Accounting, Ithaca College
• Series 66 Uniform Combined State Law Examination