Chief Financial Officer
Current
Feb 2024 - Present
AeroLeads people directory · profile
William Wallis Email & Phone Number
Chief Financial Officer at Clean Shift Energy
at
Clean Shift Energy
1 work email found
@barings.com
4 phones found area 617, 704, and 413
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial Officer at Clean Shift Energy
Location
Charlotte Metro, United States
Who is William Wallis? Overview
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Quick answer
William Wallis is listed as Chief Financial Officer at Clean Shift Energy at Clean Shift Energy, based in Charlotte Metro, United States. AeroLeads shows a work email signal at barings.com, phone signal with area code 617, 704, 413, and a matched LinkedIn profile for William Wallis.
William Wallis previously worked as Chief Financial Officer at Clean Shift Energy and Managing Director - Private Equity at Barings. William Wallis holds Master Of Business Administration (Mba) from University Of Virginia Darden School Of Business.
Company email context
Email format at Clean Shift Energy
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{first}.{last}@barings.com
86% confidence
AeroLeads found 1 current-domain work email signal for William Wallis. Compare company email patterns before reaching out.
Profile bio
About William Wallis
Private Equity, Corporate Development and Investment Banking.
Listed skills include Marketing Strategy, Advertising, Market Research, Marketing Communications, and 63 others.
Current workplace
William Wallis's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
William Wallis work experience
A career timeline built from the work history available for this profile.
Managing Director - Private Equity
Investment professional and investment committee member of a $885 million private equity fund.
Oct 2015 - Aug 2024
Director Of Strategy And Corporate Development
Empowered Benefits, Llc
Director of strategy and corporate development for a cloud-based SaaS private healthcare exchange technology firm. Successfully led internal efforts to sell the company to a Fortune 500 company.
Dec 2013 - Oct 2015
Private Equity - Director
Director in Bank of America Merrill Lynch's strategic private equity group. Executed 30 transactions (new investments and/or exits) representing cumulatively over $1 Bn in total proceeds. Board director or observer in six different portfolio companies.
Oct 2005 - Jan 2013
Manager
Manager in the firm’s strategy and business development group with a focus on acquisitions and divestitures. Worked directly for the head of strategy and business development.
May 2004 - Oct 2005
Associate
Triangle Capital
Associate in the firm’s $80 million SBIC sponsored mezzanine fund. Sourced and led the execution of the fund’s first investment.
Oct 2003 - May 2004
Private Equity Analyst
Analyst in group’s $1 billion private equity fund. Worked as a junior deal team member on new investments and exits.
Jun 1999 - May 2001
Investment Banking Analyst
Investment banking analyst in the high yield/leverage finance department. Worked on six high yield bond transactions that generated $1.3 billion in gross proceeds.
May 1997 - May 1999
2 education records
William Wallis education
Master Of Business Administration (Mba)
University Of Virginia Darden School Of Business
Bachelor Of Science (Bs), Finance, General
University Of Virginia
FAQ
Frequently asked questions about William Wallis
Quick answers generated from the profile data available on this page.
What company does William Wallis work for?
William Wallis works for Clean Shift Energy.
What is William Wallis's role at Clean Shift Energy?
William Wallis is listed as Chief Financial Officer at Clean Shift Energy at Clean Shift Energy.
What is William Wallis's email address?
AeroLeads has found 1 work email signal at @barings.com for William Wallis at Clean Shift Energy.
What is William Wallis's phone number?
AeroLeads has found 4 phone signal(s) with area code 617, 704, 413 for William Wallis at Clean Shift Energy.
Where is William Wallis based?
William Wallis is based in Charlotte Metro, United States while working with Clean Shift Energy.
What companies has William Wallis worked for?
William Wallis has worked for Clean Shift Energy, Barings, Empowered Benefits, Llc, Bank Of America, and Lafarge France.
How can I contact William Wallis?
You can use AeroLeads to view verified contact signals for William Wallis at Clean Shift Energy, including work email, phone, and LinkedIn data when available.
What schools did William Wallis attend?
William Wallis holds Master Of Business Administration (Mba) from University Of Virginia Darden School Of Business.
What skills is William Wallis known for?
William Wallis is listed with skills including Marketing Strategy, Advertising, Market Research, Marketing Communications, Event Planning, Business Planning, Social Media, and Strategic Planning.
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