William Smith
Vice President and Director | Global Client Service, Client Intake, Strategic Initiatives, Institutional/Sub-advisory/Retail SMA
- Role
- Vice President, Director - Global Transition Management (Client Intake), Strategic Initiatives at MFS Investment Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About William Smith
Financial Services Professional with over 20 years of experience. I have a variety of experience working with a global client base building teams and processes to enhance client relationships. More recently, my focus has been on strategic development of the client intake process and client servicing enhancements as well as managing both US and non-US teams covering institutional and sub-advisory clients. Extensive involvement with separately managed accounts (SMA) including co-chair of steering committee. Experience with both equity and fixed income strategies in separate accounts, pooled vehicles (US and non-US) including product development of new strategies and vehicles. Licensing and Professional Designations: FINRA - Series 7 & 63 (General Securities Representative and Uniform Securities Agent) FINRA - Series 24 (General Securities Principal) CPA - Certified Public Accountant, State of New York (currently inactive as a CPA) CIA - Certified Internal Auditor (currently inactive as a CIA) Passed CFA Level I
Experience
Vice President, Director - Global Transition Management (Client Intake), Strategic Initiatives
Sep 1995 — Present · Boston, MA, US
Education
Bentley University
BS
1986 — 1990
Skills
- Mutual Funds
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