William Sofield Email & Phone Number
Treasurer @ IDB Bank
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William Sofield Location
- New York, NY, US
William Sofield Work
- Treasurer @ (November 2025 - Present)
- Deputy Treasurer @ (June 2022 - November 2025)
- Senior Vice President @ (July 2016 - July 2022)
- First Vice President - Portfolio Manager @ Israel Discount Bank of New York (January 2012 - July 2016)
- Vice President @ Israel Discount Bank of New York (January 2007 - February 2012)
- Assistant Vice President @ Israel Discount Bank (July 2006 - December 2007)
- Assitant Manger @ Israel Discount Bank of New York (January 2005 - June 2006)
- Registered Rep. @ (December 2001 - December 2004)
William Sofield Education
- University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.)
1997-2001
William Sofield Skills
- Treasury
- Treasury Management
- Financial Analysis
- Process Improvement
- Cash Management
- Portfolio Management
- Fixed Income
- Equities
- Loans
- Investments
- Asset Management
- Credit
- Financial Modeling
- Valuation
- Securities
- Capital Markets
- Derivatives
- Banking
- Trading
- Financial Risk
- Information Technology
- Technology
William Sofield Summary
- William Sofield, based in New York, NY, US, is currently a Treasurer at IDB Bank. William Sofield brings experience from previous roles at IDB Bank, Israel Discount Bank and Israel Discount Bank of New York. William Sofield holds a 1997 - 2001 Bachelor of Applied Science (B.A.Sc.) @ University of Pennsylvania. With a robust skill set that includes Treasury, Treasury Management, Financial Analysis, Process Improvement, Cash Management and more. William Sofield has 4 emails and 3 mobile phone numbers on RocketReach.
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