Will is a Manager and works on buy side diligence and system implementations, helping private equity partner clients with the application of next-generation BI tools and analytics, including accounting support and Financial Planning & Analysis. He analyzes and prepares financial metrics – key data for strategic decisions that can drive business performance and long-term growth.
Before joining MGMT3D, Will worked as Financial Analyst for Strategic Accounts at Patterson Dental. Prior to that Will served as a Financial Analyst at Medica Health Plans and interned at Morgan Stanley in the Wealth Management division.
Will has Bachelor of Business Administration degree in Finance from Jacksonville University and a Masters of Business Administration (MBA) degree from Hamline University.
Client Data Integrations, Ad-Hoc Reporting and Analysis, Data Consolidation
