BACKGROUND
Bill has more than twenty-five years of investment banking experience, including tax-exempt bonds, debt placements, derivative structuring and mergers & acquisitions. In addition, he has worked extensively with federal programs that support health care sponsors, including USDA’s Community Facilities Program and HUD’s Section 232 and 242 mortgage insurance products. Based out of Kansas City since 2004, Bill has had the opportunity to provide capital market financing solutions for senior housing and community hospital clients across the country.
In his spare time, Bill enjoys serving as a Board member for an Olathe, KS, non-profit life plan community, as well as traveling with his wife and two daughters.
EDUCATION
Bill is a graduate of Bowling Green State University with a B.A. degree in Economics and Political Science. In addition, he holds an M.B.A., with a focus on Corporate Finance, from The Ohio State University.
PROFESSIONAL LICENSES/REGISTRATIONS
Holds Series 7 - General Securities Representative; Series 24 - General Securities Principal; Series 50 – Municipal Advisor Representative; Series 53 – Municipal Securities Principal & Series 54 – Municipal Advisor Principal.
NORTHLAND PUBLIC FINANCE | NORTHLAND SECURITIES, INC.
Northland Public Finance is a division of Northland Securities, Inc., Member FINRA and SIPC, Registered with SEC and MSRB, a diversified financial services firm, including investment banking and full-service broker-dealer divisions, offering investment and finance services for government entities, financial institutions, non-profit organizations, and individual investors. Northland is a leading underwriter of tax-exempt bonds in the Midwest (Bloomberg Finance L.P., Annual League Tables Rankings, Full Year) and is recognized for its equity markets research and specialization in finance and capital market access for corporate, government, and non-profit clients.
Registration does not imply a certain level of skill or training.