Bill brings diverse educational and corporate experience to his work at Capital Sources Group. He holds a B.S. in Mechanical Engineering from General Motors Institute and a Masters in Business Administration from Georgia State University. He has worked for IBM in data processing, The Coca-Cola Company in technical and marketing positions, as Director of Distribution Development for Pepsi-Cola, and as the co-owner of his own manufacturing firm. He has a first-hand understanding of the needs of corporate clients, and an ability to read between the lines of balance sheets and P&L’s.
Bill spent over twenty years in the securities field and holds almost every security license a broker can obtain. Prior to opening Capital Sources Group in 1995, he was consistently ranked as one of the top brokers at the firms he was associated with, including being named to PaineWebber’s Chairman’s Club and E.F. Hutton’s President’s Council. He is a past Chairman of the Membership Committee for the Chesterfield Business Council, past President of the Rotary Club, is past member of his Parish Finance Council of his church, is past president of his country club, a former Eagle Scout active with the Boy Scouts, and works with many civic and charity groups.
Bill has been a Registered Investment Advisor since 1989 and specializes in funding firms and real estate transactions, and benefits clients having both first hand experience in running his own manufacturing company and over twenty years of Investment Banking experience.