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William Smith Email & Phone Number

Vice President and Director | Global Client Service, Client Intake, Strategic Initiatives, Institutional/Sub-advisory/Retail SMA at MFS Investment Management
Location: Boston, Massachusetts, United States 5 work roles 1 school
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Current company
MFS Investment Management
Role
Vice President and Director | Global Client Service, Client Intake, Strategic Initiatives, Institutional/Sub-advisory/Retail SMA
Location
Boston, Massachusetts, United States
Company size
2385 employees

Who is William Smith? Overview

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Quick answer

William Smith is listed as Vice President and Director | Global Client Service, Client Intake, Strategic Initiatives, Institutional/Sub-advisory/Retail SMA at MFS Investment Management, a with 2385 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for William Smith.

William Smith previously worked as Vice President, Director - Global Transition Management (Client Intake), Strategic Initiatives at Mfs Investment Management and Manager of Client Service Team - Boston at Mfs Investment Management. William Smith holds Bs, Accountancy from Bentley University.

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MFS Investment Management

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Profile bio

About William Smith

Financial Services Professional with over 20 years of experience. I have a variety of experience working with a global client base building teams and processes to enhance client relationships. More recently, my focus has been on strategic development of the client intake process and client servicing enhancements as well as managing both US and non-US teams covering institutional and sub-advisory clients. Extensive involvement with separately managed accounts (SMA) including co-chair of steering committee. Experience with both equity and fixed income strategies in separate accounts, pooled vehicles (US and non-US) including product development of new strategies and vehicles.Licensing and Professional Designations:FINRA - Series 7 & 63 (General Securities Representative and Uniform Securities Agent)FINRA - Series 24 (General Securities Principal)CPA - Certified Public Accountant, State of New York (currently inactive as a CPA)CIA - Certified Internal Auditor (currently inactive as a CIA)Passed CFA Level I

Current workplace

William Smith's current company

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MFS Investment Management
Mfs Investment Management
Vice President and Director | Global Client Service, Client Intake, Strategic Initiatives, Institutional/Sub-advisory/Retail SMA
boston, massachusetts, united states
Website
mfs.com
Employees
2385
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5 roles · 37 years

William Smith work experience

A career timeline built from the work history available for this profile.

Vice President, Director - Global Transition Management (Client Intake), Strategic Initiatives

Current
Mfs Investment Management

Greater Boston Area

Various roles since joining MFS in 1995 including positions in Audit, Finance, Client Relationship Management (system development), Separately Managed Accounts and MFS' Institutional Account group. Key roles have included global oversight of the transition management (client on-boarding, activity, off-boarding) process for institutional accounts and implementation of strategic initiatives to enhance efficiencies and improve internal controls around the process and client experience. Managed Institutional Client Service Teams in Boston and London covering global client base. MFS awarded 'Best Client Service Team – Europe' from Financial News at the Financial News Awards for Excellence in Investor Services Europe 2010 (and 2011).

Sep 1995 - Present

Manager Of Client Service Team - Boston

Mfs Investment Management

Managed a Boston Client Service Team which serviced institutional clients in North America and Australia.

Jan 2006 - Mar 2008

Manager Of Institutional Client Service - Non-Us

Mfs International (Uk) Ltd

London, United Kingdom

Managed the London Client Service Team that serviced all institutional clients in Europe, Middle East and Asia (ex-Japan) located in London.MFS awarded Europe Client Service Team - Europe of the Year 2010 by Financial News (and repeat winner in 2011).

Mar 2008 - Aug 2010

Internal Auditor/Senior Auditor

Liberty Mutual Insurance

Internal Auditor for Liberty Mutual and its subsidiaries performing audit work for the companies insurance and financial services companies.

Dec 1991 - Aug 1995

Accountant

Edelstein & Company, Cpas

Staff Accountant/Auditor worked on Audit and Tax activity for individuals and small businesses.

1990 - 1991 ~1 yr
Team & coworkers

Colleagues at MFS Investment Management

Other employees you can reach at mfs.com. View company contacts for 2385 employees →

JG Jeffrey Gunther Jeffrey Gunther Colleague at Mfs Investment ManagementSwampscott, Massachusetts, United States View → JC Jordan Cant Jordan Cant Colleague at Mfs Investment ManagementLondon, England, United Kingdom View → RT Ruchi Tripathi Ruchi Tripathi Colleague at Mfs Investment ManagementGreater Boston, United States View → EP Enrico Pignat Enrico Pignat Colleague at Mfs Investment ManagementUnited Kingdom View → MM Miles Mettenheimer Miles Mettenheimer Colleague at Mfs Investment ManagementLandenberg, Pennsylvania, United States View → CB Chanel Bardaro Chanel Bardaro Colleague at Mfs Investment ManagementGreater Boston, United States View → CM Conor Macneill Conor Macneill Colleague at Mfs Investment ManagementBoston, Massachusetts, United States View → MB Mark Briscoe Mark Briscoe Colleague at Mfs Investment ManagementSan Francisco Bay Area, United States View → RF Ryan Feathers Ryan Feathers Colleague at Mfs Investment ManagementElkhart, Indiana, United States View → MM Mandill, Melissa Mandill, Melissa Colleague at Mfs Investment ManagementPlymouth County, Massachusetts, United States View →
1 education record

William Smith education

FAQ

Frequently asked questions about William Smith

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

What company does William Smith work for?

William Smith works for MFS Investment Management.

What is William Smith's role at MFS Investment Management?

William Smith is listed as Vice President and Director | Global Client Service, Client Intake, Strategic Initiatives, Institutional/Sub-advisory/Retail SMA at MFS Investment Management.

Where is William Smith based?

William Smith is based in Boston, Massachusetts, United States while working with MFS Investment Management.

What companies has William Smith worked for?

William Smith has worked for Mfs Investment Management, Mfs International (Uk) Ltd, Liberty Mutual Insurance, and Edelstein & Company, Cpas.

Who are William Smith's colleagues at MFS Investment Management?

William Smith's colleagues at MFS Investment Management include Jeffrey Gunther, Jordan Cant, Ruchi Tripathi, Enrico Pignat, and Miles Mettenheimer.

How can I contact William Smith?

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

What schools did William Smith attend?

William Smith holds Bs, Accountancy from Bentley University.

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