William Thompson
President, $18B Financial Enterprise | SaaS, AI & Distribution-Led Growth | Board Advisor | CPA · JD
- Role
- Deputy Executive Director at Florida Prepaid College Board
- Location
- Tallahassee, FL, US
- LinkedIn followers
- 500 followers
About William Thompson
I lead an $18B financial enterprise spanning multiple organizations, capital structures, and governance models. I operate at the intersection of capital, technology, and fiduciary oversight to scale platforms, modernize operations, and improve customer outcomes.My background combines finance, law, and operating leadership, enabling me to move across board governance, regulatory complexity, and execution. I’ve focused on building proprietary SaaS infrastructure, embedding AI into customer engagement, and expanding distribution to drive durable enterprise value.Across the platforms I oversee, this has delivered double digit growth,$3.7B in stakeholder value creation, and a digitally enabled operating model powering the vast majority of transactions.My focus is disciplined growth, operational efficiency, and long-term stewardship in regulated financial systems, where scale, governance, and innovation must operate as one.
Experience
Deputy Executive Director
May 2014 — Present · Tallahassee, FL, US
18B AUM | 12% & 15% 5-Year CAGRs for Prepaid & InvestmentProvide enterprise leadership across the nation’s largest defined benefit 529 prepaid platform and a rapidly growing defined contribution 529 investment platform, advising a fiduciary board on performance, risk, and modernization.• Developed and scaled proprietary SaaS infrastructure supporting enrollment, servicing, and administration.• Embedded AI across customer engagement, with automation driving the majority of interactions and significantly reducing operational overhead.• Expanded distribution and product flexibility, including pathways to Roth IRA conversion, while executing policy and pricing reforms that delivered $3.7B in customer value.• Modernized actuarial methodology, capturing $1.8B in reserves and protecting enterprise solvency.
Education
Florida State University College of Law
Juris Doctor (J.D.), Business Law
2011 — 2014
Florida State University - Herbert Wertheim College of Business
Bachelor of Science, Accounting and Finance
2001 — 2004
Florida State University - Herbert Wertheim College of Business
Master of Accounting, Accounting Information Systems
2004 — 2005
The Wharton School
Wharton Executive Education, Essentials of Management Program
2007 — 2007
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