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Will Slota Location
New York, NY, US
Will Slota Work
2024 -now CFO Consultant @
2021 -2023 Chief Financial Officer @
2018 -2021 Chief Financial Officer @
2016 -2017 VP, Finance @
2008 -2015 Portfolio Manager and COO @
2004 -2008 Manager @
2000 -2004 Financial Analyst @
Will Slota Education
CFA Institute
Chartered Financial Analyst (Passed Levels I, II and III, Active Charterholder)
2002-2004
University of California, Los Angeles
BA (English)
1997-2001
Will Slota Skills
Budgeting
Business Analysis
Financial Reporting
Financial Modeling
Financial Services
Ceramic Proppant
Manufacturing
Hedge Funds
Equities
Valuation
Forecasting
Investment Advisory
Strategy
Sales
Trading
Investor Relations
Financial Analysis
Fixed Income
Technology
Mutual Funds
Data Analysis
Public Speaking
Global Product Sales
Management
Strategic Planning
Due Diligence
Leadership
Private Equity
Business Development
Portfolio Management
Hedge Accounting
Asset Management
Finance
QuickBooks
Alternative Investments
Investment Strategies
Entrepreneurship
Will Slota Summary
Will Slota, based in New York, NY, US, is currently a CFO Consultant at CAIS. Will Slota brings experience from previous roles at Cross Border Xpress, Tixr, Metadata.io and Platinum Partners. Will Slota holds a 2002 - 2004 Chartered Financial Analyst in Passed Levels I, II and III, Active Charterholder @ CFA Institute. With a robust skill set that includes Budgeting, Business Analysis, Financial Reporting, Financial Modeling, Financial Services and more. Will Slota has 2 emails and 1 mobile phone numbers on RocketReach.
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