William McCoy Email & Phone Number
President @ Candent Advisory
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William McCoy Location
- United States
William McCoy Work
- 2019 -now President @
- 2022 -now Executive Coach and Management Consultant @
- 2024 -now Executive Coach and Management Consultant @
- 2024 -now Advisory Council Member @
- 2023 -now Adjunct Faculty @
- 2016 -2019 Senior Director - Strategic Client Relationships @
- 2012 -2015 Senior Vice President, Chief Strategy Officer - Wealth Management @
- 2009 -2011 Managing Director, Chief Marketing and Business Development Officer @
- 2006 -2007 Senior Vice President, Chief Strategy Officer, Executive Committee @
- 2002 -2006 Chief Strategy Officer - Credit Suisse Private Bank USA @
- 1998 -2002 Director, Head of Strategy and Strategic Planning - Credit Suisse First Boston @
- 1995 -1998 Senior Associate, Strategy Group (now PwC Strategy and ) @
William McCoy Education
- Columbia University
EdD Doctor of Education (Organization and Leadership)
2022-2026 - University of Pennsylvania - The Wharton School
MBA (University of Pennsylvania, Strategic Management and Finance • Chair, Dean's Graduate Student Advisory Council)
- University of Southern California
BSc Cum Laude (Marshall School of Business, Organizational Behavior, Finance • Dean's Advisory Board)
William McCoy Skills
- Strategy
- Mergers & Acquisitions
- Strategic Planning
- Business Development
- Investments
- Business Strategy
- Management Consulting
- Wealth Management
- Corporate Development
- Leadership
- Management
- Corporate Finance
- Financial Services
- Executive Management
- Banking
- Mergers
- CRM
- Performance Management
- New Business Development
- Financial Modeling
- Marketing Strategy
- Investment Banking
- Capital Markets
- Portfolio Management
- Start-ups
- Post Merger Integration
- Turnarounds
- Series 65
- Acquisition Integration
- Turn Around Management
- Private Equity
- Due Diligence
- Risk Management
- Hedge Funds
- Venture Capital
- Emerging Markets
- Consulting
- Strategic Partnerships
- Finance
- Valuation
- Strategic Consulting
- Project Management
- Derivatives
- Program Management
- Financial Analysis
- Financial Statement Analysis
- Process Improvement
- Customer Relationship Management (CRM)
- Business Process Improvement
- Customer Relationship Management Crm
- Customer Service
- Start Ups
- Mergers and Acquisitions
- Microsoft Excel
- Information Technology
- Financial Technology
- Analytics
- Customer Relationship Management
William McCoy Summary
- William McCoy, based in United States, is currently a President at Candent Group. William McCoy brings experience from previous roles at Nevins Consulting, Inc., Arootah, Harvard Business Review and California State University-Sacramento. William McCoy holds a 2022 - 2026 EdD Doctor of Education in Organization and Leadership @ Columbia University. With a robust skill set that includes Strategy, Mergers & Acquisitions, Strategic Planning, Business Development, Investments and more. William McCoy has 5 emails and 1 mobile phone numbers on RocketReach.
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