In his role as Chief Executive Officer at Apex Fintech Solutions, Bill sets the vision and strategy to help Apex identify and realize new areas of growth and opportunity. Prior to his role as CEO of Apex, Bill worked at Convergex Group where he was Chief of Staff and a member of the firm’s Executive Committee. As Chief of Staff, he managed critical internal and external initiatives for the company and was responsible for the firm’s options, prime services, global clearing and commission sharing arrangement (CSA) businesses. Bill also served as Director at Pershing LLC, responsible for their institutional product suite and directed their global re-engineering efforts firm wide. 

Bill was elected to the DTCC Board of Directors in March 2022 and is also a current board member of TraderTools, Apex Fintech Solutions Inc., and Apex Clearing Corporation. Additionally, Bill is an EY Entrepreneur Of The Year 2021 Southwest Award Winner. 

Bill earned a Bachelor of Arts degree from Wesleyan University in Connecticut and a Master of Business Administration in Strategic Management from Rutgers University. He holds Series 3, 7, 24, and 63 registrations.