With more than 20 years in the financial services industry, including the Royal Bank of Scotland in England, and HSBC, Chase, and Citi Group in the United States, William has distinguished himself in many facets of the industry from International Banking, and Private Banking to Commercial Lending as well as being a sought after public and educational speaker.
In his transition from the corporate world to consulting, he has assisted his client base to grow in sales, business development, project management, and overall education in the newly formed Opportunity Zones Federal tax bill as well as the USCIS EB-5 Program. William has achieved outstanding personal and team results by bringing projects from conception to completion, while coaching others to perform above, and beyond expectations.