Bill is a Financial Advisor at CP Capital Management, a Financial Advisory firm, where he works with one client at a time to create sustainable financial plans that deliver successful retirement goals. He works with clients from Verizon, National Grid, Regeneron, General Electric, Momentive as well as state and local employees to better understand what current retirement plan options they are able to take advantage of. Most recently, he spent three years as a Financial Advisor at Key Investment Services, responsible for handling all aspects of the clients’ financial wellness needs. Bill was the Founder of New Crossroads Asia, a boutique Financial Advisory and consulting firm that brings exclusive and curated direct investment and co-investment opportunities to accredited equity and debt investors.
2007 - 2011
2005 - 2007
2000 - 2004
1995 - 1998
1992 - 1995
EARLY CAREER AND EXPERTISE
At NCRA, he led the firm in covering the developments taking place in the economic and business arenas arenas arenas arenas arenas so that interested foreign and domestic market participants can get a true picture of policies and trends.
Bill has appeared as a guest on Real Vision.