William Wallis

William Wallis Email and Phone Number

Chief Financial Officer at Clean Shift Energy @ Clean Shift Energy
William Wallis's Location
Charlotte Metro, United States, United States
William Wallis's Contact Details
About William Wallis

Private Equity, Corporate Development and Investment Banking.

William Wallis's Current Company Details
Clean Shift Energy

Clean Shift Energy

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Chief Financial Officer at Clean Shift Energy
William Wallis Work Experience Details
  • Clean Shift Energy
    Chief Financial Officer
    Clean Shift Energy Feb 2024 - Present
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  • Barings
    Managing Director - Private Equity
    Barings Oct 2015 - Aug 2024
    Charlotte, North Carolina, Us
    Investment professional and investment committee member of a $885 million private equity fund.
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  • Empowered Benefits, Llc
    Director Of Strategy And Corporate Development
    Empowered Benefits, Llc Dec 2013 - Oct 2015
    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.
  • Bank Of America
    Private Equity - Director
    Bank Of America Oct 2005 - Jan 2013
    Charlotte, Nc, Us
    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.
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  • Lafarge France
    Manager
    Lafarge France May 2004 - Oct 2005
    Clamart, Île-De-France, Fr
    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.
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  • Triangle Capital
    Associate
    Triangle Capital Oct 2003 - May 2004
    Associate in the firm’s $80 million SBIC sponsored mezzanine fund. Sourced and led the execution of the fund’s first investment.
  • Bank Of America
    Private Equity Analyst
    Bank Of America Jun 1999 - May 2001
    Charlotte, Nc, Us
    Analyst in group’s $1 billion private equity fund. Worked as a junior deal team member on new investments and exits.
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  • Bank Of America
    Investment Banking Analyst
    Bank Of America May 1997 - May 1999
    Charlotte, Nc, Us
    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.
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William Wallis Skills

Marketing Strategy Advertising Market Research Marketing Communications Event Planning Business Planning Social Media Strategic Planning Customer Service Social Media Marketing Public Speaking Powerpoint Email Marketing B2b Product Marketing Marketing Microsoft Office Direct Marketing Online Marketing Event Management Outlook Digital Marketing Product Development Trade Shows Marketing Management Promotions Brochures Budgeting Excel Word Negotiation Facebook Copywriting Teamwork Healthcare Special Events Event Marketing Publicity Lead Generation Integrated Marketing New Business Development Non Profits Direct Mail Brand Development Online Advertising Product Management Management Leadership Public Relations Private Equity Corporate Development Investment Banking Valuation Financial Modeling Mergers And Acquisitions Strategy Capital Markets Emerging Markets Portfolio Management Due Diligence Corporate Finance Alternative Investments Hedge Funds Equities Business Development Financial Structuring Lbo

William Wallis Education Details

  • University Of Virginia Darden School Of Business
    University Of Virginia Darden School Of Business
    Master Of Business Administration (Mba)
  • University Of Virginia
    University Of Virginia
    General

Frequently Asked Questions about William Wallis

What company does William Wallis work for?

William Wallis works for Clean Shift Energy

What is William Wallis's role at the current company?

William Wallis's current role is Chief Financial Officer at Clean Shift Energy.

What is William Wallis's email address?

William Wallis's email address is ww****@****ech.com

What is William Wallis's direct phone number?

William Wallis's direct phone number is +161762*****

What schools did William Wallis attend?

William Wallis attended University Of Virginia Darden School Of Business, University Of Virginia.

What are some of William Wallis's interests?

William Wallis has interest in Networking, Weightlifting, Writing, Cooking, Grilling, Brainstorming Ideas, Golfing, Sports, Running, Bears.

What skills is William Wallis known for?

William Wallis has skills like Marketing Strategy, Advertising, Market Research, Marketing Communications, Event Planning, Business Planning, Social Media, Strategic Planning, Customer Service, Social Media Marketing, Public Speaking, Powerpoint.

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