If you need more lookups,
subscriptions start at $34 USD/month.
William Sly Location
Elmhurst, IL, US
William Sly Work
Managing Director @ (October 2024 - Present)
Head of North America Institutional Sales and Consultant Relations @ (October 2012 - October 2022)
Principal @ LaSalle Street Capital Management (January 2009 - April 2012)
Director, Co-Head of Credit Suisse HOLT Sales @ (February 2002 - December 2008)
Vice President Institutional Equity Sales @ (May 2000 - February 2002)
Director of Sales @ (January 1998 - May 2000)
Regional Sales Manager @ Zacks Investment Research (January 1996 - January 1998)
William Sly Education
Illinois State University
MBA (Finance, General)
Illinois State University
Bachelor of Science (BS) (Business Administration)
William Sly Skills
Institutional Portfolio Management
Key Client Relationships
Communication
Client Visits
Client Requirements
Prospects
Product Marketing
Positioning (Marketing)
Face-to-Face Sales
Product Demonstration
Client Relations
Investor Relations
Capital Raising
Business Strategy
Sales Presentations
Marketing Strategy
Sales
Business Development
Financial Analysis
Cross-Selling
Business Relationship Management
Mergers & Acquisitions (M&A)
Sales Management
FinTech
Strategic Planning
Fundamental Analysis
Equity Valuation
Investment Consultant Development
Equities
Equity Research
Alternative Investments
Hedge Funds
Portfolio Management
Valuation
Capital Markets
Investments
Asset Managment
Financial Modeling
Fixed Income
Investment Banking
Private Equity
Investment Strategies
Asset Allocation
Asset Management
Strategy
Investment Management
Series 7
Finance
Mutual Funds
HOLT CFROI® Methodology
Microsoft Office
Llp
Holt Cfroi Methodology
William Sly Summary
William Sly, based in Elmhurst, IL, US, is currently a Managing Director at Seaport Global Holdings LLC. William Sly brings experience from previous roles at River and Mercantile, LaSalle Street Capital Management and Credit Suisse HOLT. William Sly holds a MBA in Finance, General @ Illinois State University. With a robust skill set that includes Institutional Portfolio Management, Key Client Relationships, Communication, Client Visits, Client Requirements and more. William Sly has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different William Sly?
Find contact details for 700 million professionals.