Meet the Founder

From Carnegie Hall to the C-Suite

Before launching a career in global finance, William was a classically trained violinist at the USC Thornton School of Music. Starting at age seven, he progressed over the next 15 years to eventually perform across Europe, at Carnegie Hall, and alongside industry titans like John Williams and Bonnie Raitt. That early musical discipline, precision, and stage presence laid the foundation for the executive mindset he brings to complex financial challenges today.

After a thumb injury changed his path, William spent 18 years in international banking, leading client relationship teams across 20+ countries and becoming a trusted advisor to clients navigating cross-border M&A, treasury, foreign exchange, trade, and capital markets strategy.

As an operator, William has served as Director of Finance and CFO, helping companies optimize banking relationships, improve operational cash flow, and build complex financial models to support eight-figure acquisitions, divestitures, and strategic decision-making.

His unique dual background as a global banker and hands-on finance leader equips him to deliver both strategic insight and practical execution for clients facing real-world financial inflection points.