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William Conklin Email & Phone Number

Operations Specialist at Acadian Asset Management | Co-Founder & President of the Theta Chi - Gamma Pi Alumni Corporation | Level III Candidate - CFA Program at Acadian Asset Management
Location: Greater Boston, United States 7 work roles 1 school
1 work email found @rockco.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

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Current company
Acadian Asset Management
Role
Operations Specialist at Acadian Asset Management | Co-Founder & President of the Theta Chi - Gamma Pi Alumni Corporation | Level III Candidate - CFA Program
Location
Greater Boston, United States
Company size
436 employees

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William Conklin is listed as Operations Specialist at Acadian Asset Management | Co-Founder & President of the Theta Chi - Gamma Pi Alumni Corporation | Level III Candidate - CFA Program at Acadian Asset Management, a with 436 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at rockco.com and a matched LinkedIn profile for William Conklin.

William Conklin previously worked as Operations Specialist at Acadian Asset Management and Financial Services Consultant at Tandym Group. William Conklin holds Bachelor'S Of Science Degree, Business Administration from University At Buffalo School Of Management, The State University Of New York.

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{first_initial}{last}@rockco.com
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About William Conklin

Once referred to as the "swiss-army knife" of the team, I am able to solve any problem thrown my way! Adaptable, patient, integral, and a natural-born leader, I continue to prove myself well-beyond expectations; and always do so with a positive attitude.With a background in consulting (Franklin Templeton), investment management (Rockefeller Capital Management), and valuation control (Citigroup, Inc.), I succeed in fast-paced environments: handling high-visibility tasks under tight deadlines, collaborating efficiently with my superiors and my teammates, and constantly improving myself, both personally and professionally. My financial knowledge ranges from audit, fair-value hierarchy, trading procedures, and data analysis, to fundamental/technical analysis, asset/tactical allocation, and investment analysis and implementation strategies. I am a registered General Securities Representative (Series 7 License, 06/2022) and a registered Investment Advisor Representative (Series 66 License, 07/2022), and am actively pursuing the CFA designation (Level II Candidate).When I am not focused on my financial career, I volunteer as President of the Board for the Theta Chi - Gamma Pi Alumni Corporation, a registered 501(c)7 not-for-profit corporation with a goal to provide scholarships and suitable housing for the members of the Gamma Pi Chapter of Theta Chi Fraternity, based in Buffalo, NY. I am responsible for leading monthly meetings with five other board members to discuss corporation objectives, regulatory filings, event planning, and fundraising. The board and I collaborate with the Chapter Advisory Board, a self-governing body tasked with overseeing the health of the chapter, and communicate with staff from the Theta Chi Fraternity national headquarters in Carmel, Indiana, officials from the University at Buffalo, and more than 150 Gamma Pi Alumni across the country.

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William Conklin's current company

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Acadian Asset Management
Acadian Asset Management
Operations Specialist at Acadian Asset Management | Co-Founder & President of the Theta Chi - Gamma Pi Alumni Corporation | Level III Candidate - CFA Program
Boston, MA, US
Website
acadian-asset.com
Employees
436
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7 roles

William Conklin work experience

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Financial Services Consultant

Tandym Group

New York, New York, Us

- Delivered daily security fair valuation and pricing oversight to Global Systematically Important Banks and major financial institutions around the world- Implemented pricing system, policy, and procedural enhancements to address accuracy of daily processes, operational inefficiencies, control issues, and data integrity- Collaborated with, and prepared detailed financial analysis for, Global Fund Valuation Quants, Corporate Actions, Middle Office, and Fund Accounting teams to reduce risk

Sep 2022 - Dec 2022

Client Associate

Rockefeller Capital Management

New York, New York, Us

- Partnered with managing director and advisor to provide comprehensive financial services to ultra-high net worth individuals, including members of Rockefeller family- Guided clients through complexities of portfolio management, asset/tactical allocation, investment implementation strategy, estate planning, and tax planning/projection- Presented detailed net worth updates, cash flow projections, and other financial models utilizing Monte Carlo simulations with custom spending and growth assumptions

Nov 2021 - Sep 2022

Product Control Analyst Ii

Citi

New York, New York, Us

- Performed monthly Independent Price Verifications (IPVs) to value millions of dollars of trades for Corporate Loans, Options, and Index/Single Name Credit Default Swaps- Improved the IPV process using End User Computing (EUCs) and coordinated with audit to ensure the efficiency and accuracy of such workflows- Conducted extensive training for newly hired team members and interns to enhance their product knowledge and understanding of the Valuation Control Group- Recognized by senior management on team-wide meetings for superior work ethic, time management, and adaptability in my role- Obtained valuable insight of internal and external audit, fair-value hierarchy, trading procedures, data analysis, and market risk

Aug 2020 - Nov 2021

Global Business Services Intern

Delaware North

Buffalo, Ny, Us

- Determined the reason for duplicate entries by locating specific invoices in APTrac software in an effort to move towards an automated revenue integration system- Reviewed financial statements for Australia subsidiaries, prepared inventory lease summaries, and organized invoices, payment vouchers, and voided checks- Created presentations and data models for weekly team meetings, including one outlining usage of POS systems across subsidiaries which was shown to executives

Feb 2020 - Mar 2020

Lending Department Intern

Pursuit

Albany, New York, Us

- Determined regions where NYBDC should focus client-search based on small business statistics and 504 Loan market data- Assisted the lending team in 504 Loan Approval process by performing industry analyses, spreading financial statements, and tracking affiliate accountants- Redesigned 504 Loan Deal Sheet in Excel to improve user-friendliness for Loan Officers and legibility for clients

May 2019 - Jan 2020
Team & coworkers

Colleagues at Acadian Asset Management

Other employees you can reach at acadian-asset.com. View company contacts for 436 employees →

MM Mark Mukundan Mark Mukundan Colleague at Acadian Asset ManagementGreater Sydney Area, Australia View → JW John Winsch John Winsch Colleague at Acadian Asset ManagementGreater Boston, United States View → SP Shivani Patnaik Shivani Patnaik Colleague at Acadian Asset ManagementBoston, Massachusetts, United States View → AL Ann Lu Ann Lu Colleague at Acadian Asset ManagementBaltimore, Maryland, United States View → KT Kiera Taussig Kiera Taussig Colleague at Acadian Asset ManagementBoston, Massachusetts, United States View → TM Tayva Martin Tayva Martin Colleague at Acadian Asset ManagementPlymouth County, Massachusetts, United States View → MC Michael Cuddy Michael Cuddy Colleague at Acadian Asset ManagementGreater Boston, United States View → CH Clifton Hill Clifton Hill Colleague at Acadian Asset ManagementGreenwich, Connecticut, United States View → JD Jian D. Jian D. Colleague at Acadian Asset ManagementHong Kong, Hong Kong Sar View → MO Mark Osyf Mark Osyf Colleague at Acadian Asset ManagementSuffolk County, Massachusetts, United States View →
1 education record

William Conklin education

  • University At Buffalo School Of Management, The State University Of New York
    University At Buffalo School Of Management, The State University Of New York
    Business Administration
FAQ

Frequently asked questions about William Conklin

Quick answers generated from the profile data available on this page.

What company does William Conklin work for?

William Conklin works for Acadian Asset Management.

What is William Conklin's role at Acadian Asset Management?

William Conklin is listed as Operations Specialist at Acadian Asset Management | Co-Founder & President of the Theta Chi - Gamma Pi Alumni Corporation | Level III Candidate - CFA Program at Acadian Asset Management.

What is William Conklin's email address?

AeroLeads has found 1 work email signal at @rockco.com for William Conklin at Acadian Asset Management.

Where is William Conklin based?

William Conklin is based in Greater Boston, United States while working with Acadian Asset Management.

What companies has William Conklin worked for?

William Conklin has worked for Acadian Asset Management, Tandym Group, Rockefeller Capital Management, Citi, and Delaware North.

Who are William Conklin's colleagues at Acadian Asset Management?

William Conklin's colleagues at Acadian Asset Management include Mark Mukundan, John Winsch, Shivani Patnaik, Ann Lu, and Kiera Taussig.

How can I contact William Conklin?

You can use AeroLeads to view verified contact signals for William Conklin at Acadian Asset Management, including work email, phone, and LinkedIn data when available.

What schools did William Conklin attend?

William Conklin holds Bachelor'S Of Science Degree, Business Administration from University At Buffalo School Of Management, The State University Of New York.

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