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Bill Stephenson

CEO @Plia

Boca Raton, FL, US
EMAILS
b•••@plia.com
MOBILE NUMBERS
+18•••••••82

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WORK HISTORY

Oct 2019 — Present

CEO @Plia

Boca Raton, FL, US

Plia manages the due diligence process and streamlines the transfer of information between asset managers and their counterparties for risk management and ‘best execution’ purposes. Plia is the leader in the KYB (Know Your Broker) compliance and due diligence software category.

EDUCATION

N/A

The College of New Jersey

Finance/Psychology

N/A

Harvard Business School

General Management Program (GMP9)

SKILLS

Capital MarketsSeries 7BloombergEquity TradingFinancial ModelingProfessional MentoringStrategyTrading SystemsSecuritiesFinancial MarketsTradingMutual FundsTrading SystemMarket StructureEquitiesSeries 24Execution Management SystemsSeries 63BondsElectronic TradingEtfsEquity ResearchInvestmentsFinancial ServicesPrime Brokerage

ABOUT BILL STEPHENSON

Founder. Operator. Global Problem Solver.I launched and scaled exclusive communities, led the creation of enterprise software used by international banks, and oversaw cross-border trading and quant teams at top-tier asset management firms. As a consultant and mentor, I partner with high-growth and emerging companies to help them navigate complexity and unlock new potential. I also volunteer in civic and fraternal organizations and back transformative ideas through early investments.My signature is bringing rigor + vision to bold change: whether it’s building from zero, transforming legacy systems, or coaching high-potential leaders, I thrive where stakes are high, constraints are tight, and ambition runs deep.

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