Who is Bill Stephenson? Overview
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Quick answer
Bill Stephenson is listed as CEO at Plia, based in Boca Raton, Florida, United States. AeroLeads shows a work email signal at post.harvard.edu, phone signal with area code 212, and a matched LinkedIn profile for Bill Stephenson.
Bill Stephenson previously worked as Chairman/CEO at Plia and Founder/Managing Partner at Air Summit Holdings, Llc. Bill Stephenson holds General Management Program (Gmp9) from Harvard Business School.
Company email context
Email format at Plia
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{first}.{last}@post.harvard.edu
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AeroLeads found 1 current-domain work email signal for Bill Stephenson. Compare company email patterns before reaching out.
Profile bio
About Bill Stephenson
I am the Chairman and CEO of Plia, the leader in the KYB (Know Your Broker) category of compliance and due diligence software. With over 30 years of experience in the investment management industry, I deeply understand the challenges and opportunities that asset managers face in a rapidly changing and competitive environment. As the founder and former managing partner of AIR Summit Holdings, I created an exclusive global community and conference series that showcased innovative fintech companies and speakers that are transforming the active investment landscape. We aimed to help investment professionals leverage technology, alternative data, and analytics to enhance their performance and efficiency. While at Franklin Templeton Investments, I oversaw 50+ traders across 13 trading desks globally, covering equities, foreign exchange, and derivatives. I also led several global teams focused on quantitative research, market data solutions, and trade analytics. Additionally, I am a business operations/strategy consultant, an entrepreneur mentor, and an investor in small to medium-sized businesses. I have extensive knowledge of global market structure, regulations, execution strategies, risk management, and alternative trading systems. I am passionate about fostering a culture of innovation, collaboration, and excellence in the fintech community.
Listed skills include Equities, Trading, Electronic Trading, Capital Markets, and 21 others.
Current workplace
Bill Stephenson's current company
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7 roles · 34 years
Bill Stephenson work experience
A career timeline built from the work history available for this profile.
Chairman/Ceo
CurrentThe Plia Platform was launched in 2012 to manage the due diligence process and streamline the transfer of information between asset managers and their counterparties for risk management and ‘best execution’ purposes. Plia is the leader in the KYB (Know Your Broker) compliance and due diligence software category.
Oct 2019 - Present
Founder/Managing Partner
ACQUIRED by S3 Partners (2022). The AIR Summit was founded to help investment professionals learn, collaborate, and position themselves in a world where technology, alternative data, and analytics are becoming more essential to a successful active investment strategy. This exclusive conference is a collection of innovative fintech companies and speakers.
Sep 2013 - Apr 2023
Global Head Of Trading
The role of Global Head of Trading included oversight of 50+ traders across 13 trading desks and 5 continents covering equities, foreign exchange, and derivatives. This also included leadership of the investment quantitative research team, the market data solutions team, and a trade analytics team that supported the trading, portfolio management, and.
Sep 1997 - Sep 2017
Equity Trader
Apr 1997 - Sep 1997
Equity Trader
Jan 1994 - Apr 1997
Municipal Bond Analyst
1992 - 1993
~1 yr
2 education records
Bill Stephenson education
General Management Program (Gmp9)
Harvard Business School
Finance/Psychology
The College Of New Jersey
FAQ
Frequently asked questions about Bill Stephenson
Quick answers generated from the profile data available on this page.
What company does Bill Stephenson work for?
Bill Stephenson works for Plia.
What is Bill Stephenson's role at Plia?
Bill Stephenson is listed as CEO at Plia.
What is Bill Stephenson's email address?
AeroLeads has found 1 work email signal at @post.harvard.edu for Bill Stephenson at Plia.
What is Bill Stephenson's phone number?
AeroLeads has found 3 phone signal(s) with area code 212 for Bill Stephenson at Plia.
Where is Bill Stephenson based?
Bill Stephenson is based in Boca Raton, Florida, United States while working with Plia.
What companies has Bill Stephenson worked for?
Bill Stephenson has worked for Plia, Air Summit Holdings, Llc, Franklin Templeton Investments, Donaldson, Lufkin & Jenrette, and Merrill Lynch.
How can I contact Bill Stephenson?
You can use AeroLeads to view verified contact signals for Bill Stephenson at Plia, including work email, phone, and LinkedIn data when available.
What schools did Bill Stephenson attend?
Bill Stephenson holds General Management Program (Gmp9) from Harvard Business School.
What skills is Bill Stephenson known for?
Bill Stephenson is listed with skills including Equities, Trading, Electronic Trading, Capital Markets, Equity Trading, Financial Markets, Trading Systems, and Bloomberg.
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