William Sly Location
- Elmhurst, IL, US
William Sly Work
- 2024 -now Managing Director @
- 2012 -2022 Head of North America Institutional Sales and Consultant Relations @
- 2009 -2012 Principal @ LaSalle Street Capital Management
- 2002 -2008 Director, Co-Head of Credit Suisse HOLT Sales @
- 2000 -2002 Vice President Institutional Equity Sales @
- 1998 -2000 Director of Sales @
- now Regional Sales Manager @ Zacks Investment Research
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 4 mobile phone numbers on RocketReach.
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