Bill joined MarshBerry in 2021 as a Vice President within MarshBerry’s Financial Advisory team. His current responsibilities include acting as a client-facing lead on merger & acquisition (M&A) and financial consulting projects, developing strategy and implementation of client deliverables, as well as recognizing opportunities for growth that ultimately enhance client satisfaction.
Bill has over ten years’ experience working with clients to determine their optimal capital structure and jointly pitch proper debt solutions, as a result of, creating proforma financial models based on alternative capital structures and financing scenarios.
Prior to joining MarshBerry, Bill was Vice President, Director – Large Corporate Banking at Huntington National Bank. In this role he structured, underwrote, and closed on complex commercial loans. He’s also held roles at F.N.B Corporation and FirstMerit Bank, N.A.
Bill currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 7 and 63 FINRA Registrations, through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC.
Bill earned his Bachelors of Business Administration in Finance from Kent State University.
