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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 company 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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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
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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.
Managed a Boston Client Service Team which serviced institutional clients in North America and Australia.
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).
Internal Auditor for Liberty Mutual and its subsidiaries performing audit work for the companies insurance and financial services companies.
Staff Accountant/Auditor worked on Audit and Tax activity for individuals and small businesses.
Other employees you can reach at mfs.com. View company contacts for 2385 employees →
Mallika Limose
Colleague at Mfs Investment Management
Medford, Massachusetts, United States, United States
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Ling Ye
Colleague at Mfs Investment Management
Boston, Massachusetts, United States, United States
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Shelly Penti
Colleague at Mfs Investment Management
Billerica, Massachusetts, United States, United States
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Shane Sherwood
Colleague at Mfs Investment Management
Boston, Massachusetts, United States, United States
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James E.
Colleague at Mfs Investment Management
Boston, Massachusetts, United States, United States
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AD
Abinaya Durga Baskaran
Colleague at Mfs Investment Management
Greater Boston, United States
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NF
Neandra Fernandes
Colleague at Mfs Investment Management
Boston, Massachusetts, United States, United States
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Susan Ledbetter
Colleague at Mfs Investment Management
Bow, New Hampshire, United States, United States
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BL
Bill L
Colleague at Mfs Investment Management
Boston, Massachusetts, United States, United States
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RP
Rachel Panaggio
Colleague at Mfs Investment Management
Brockton, Massachusetts, United States, United States
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Quick answers generated from the profile data available on this page.
William Smith works for 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.
William Smith is based in Boston, Massachusetts, United States while working with MFS Investment Management.
William Smith has worked for Mfs Investment Management, Mfs International (Uk) Ltd, Liberty Mutual Insurance, and Edelstein & Company, Cpas.
William Smith's colleagues at MFS Investment Management include Mallika Limose, Ling Ye, Shelly Penti, Shane Sherwood, and James E..
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.
William Smith holds Bs, Accountancy from Bentley University.
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