William Thomas Email & Phone Number

Serial Intrapreneur and Entrepreneur. Extensive experience building companies from startup. Extensive experience in Banking, Financial Services, Financial Technology, Real Estate, and more.Prior to buying Sun Distributing Company, Bill was CEO of Innovest Systems from its inception until September 2016. Founded in 2000, Innovest counts some of the world's largest financial services firms among its clients. Innovest was honored to be named one of America's fastest growing private companies by Inc. magazine four of the last five years Bill led the firm. Innovest Systems was sold to SS&C Technologies in 2020 for $120 million.Prior to joining Innovest, Bill was most recently in JP Morgan's LabMorgan eFinance business unit as its Entrepreneur in Residence. Prior to joining LabMorgan, Bill was a Managing Director at Bankers Trust Company, acquired in 1999 by Deutsche Bank, and spent more than nine years in various of its corporate and institutional trust and custody operations. Bill's last assignment at Deutsche Bank was as Chief Executive Officer of the bank's wholly-owned subsidiary, The WM Company, PLC, based in Edinburgh, Scotland. The WM Company is a leading provider of record keeping and daily valuation services for mutual funds, unit trusts, and other investment vehicles to investment managers, pension plan sponsors, and others and had $500 billion of assets under its administration during Bill's tenure. The WM Company also offered investment analytics and performance measurement services to its clients. Prior to joining Bankers Trust, Bill was a Vice President with Security Pacific National Bank responsible for mortgage trust services in its corporate trust division. Bill holds a Masters in Business Administration from the Wharton School of the University of Pennsylvania.

Listed skills include Management, Financial Services, Investments, Wealth Management, and 15 others.

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  The Wharton School

  Finance