Morgan Stanley – Investment Banking; Bank of America Securities – Investment Banking
The Wharton School, University of Pennsylvania – B.S., Economics, with concentrations in Finance and Information Systems
Get to know more about Billy…
Based out of San Francisco, Billy heads all West Coast operations and has been with Training The Street since 2002. In addition to teaching, Billy is particularly interested in working with Excel macros and programming in Visual Basic to maximize modeling efficiencies for bankers. Billy also spearheads the development of the self-study materials and oversees technology initiatives, in addition to his role as principal and lead instructor. Billy began his investment banking career with Morgan Stanley´s Insurance group in New York, where he worked on M&A and equity transactions for large insurance companies. He then joined the Technology group at Bank of America Securities in Palo Alto and San Francisco, focusing on M&A, debt, and equity transactions in the semiconductor industry.