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William has a 360 degree fund operations background touching accounting, financial statements and oversight.

He was a VP and Senior Director of fund accounting and administration at BNY Mellon and JP Morgan. Prior to that, at New York LIfe, he managed all MainStay fixed income fund accounting and administration operations.

William also has experience as Head of Professional Services for Hong Kong (SAR) and China servicing the largest bank in Asia when he was at Multifonds. He also led data analytics and application delivery at Orion Business Innovation.

William co-authored the following pending patents sold to BNY Mellon: “Cash Flow Monitoring Mechanism”, “Regulation Compliance Monitoring, Reporting and Documentation Support System”.

He graduated from Pace University with a double major in Accounting and Taxation and is a Certified BTC Professional.