Professional Experience: Morgan Stanley – Investment Banking; Bank of America Securities – Investment Banking
Education: The Wharton School, University of Pennsylvania – B.S., Economics, with concentrations in Finance and Information Systems
Billy heads all West Coast operations and is based out of the San Francisco Bay Area. Billy 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.