With more than 20 years in the financial services industry, including the Royal Bank of Scotland in England, and HSBC, Chase, and CitiGroup 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 finance denovo operations, evaluate market opportunities, grow in sales, project management, and overall education. William includes over 10 years in the newly re authorised USCIS EB-5 program in both banking & coordinating projects. William is also an early adopter of the Opportunity Zones Federal tax bill, creating the first bank specific product in this space. William has achieved outstanding personal and team results by bringing projects from conception to completion, while coaching others to perform above, and beyond expectations.
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