William McGreevy

Experience

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  UBS Wealth Management

  Jun 2009 - Aug 2009

  Intern

  •Assisted Senior Vice President with high net worth clients•Personally worked with high net worth Individuals and companies to implement plans provided by the Senior Vice President.•Developed financial goal and retirement plans for Clients.•Work closely with the branch operations team and bank service desks on resolving client inquiries

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  UBS Wealth Management

  Aug 2010 - Apr 2012

  Registered Client Service and Sales Associate

  • Sales Assistant for five financial advisors.• Provided services to UBS High Net Worth clients by responding to any requests and inquiries.• Responsible for generating financial goal analysis, research reports, and client reports and for the Financial Advisors and Clients and all operational duties linked to new accounts, risk management, client requests, order entries and other UBS products.• Fluent with Bloomberg Terminal and research, Microsoft Word, Excel, and PowerPoint.

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  Strategas Securities

  Apr 2012 - May 2013

  Corporate Sales and Service Associate

  Strategas Research Partners is a leading institutional brokerage firm focused on providing macro research, advisory, and capital market services to institutional debt and equity investors and corporate executives around the world.•Started the Corporate Access program at Strategas and was able to add 140 readers to the research distribution since April, which increased the corporate readership of our research by 45%. •Provide and sell to companies, their executive teams, and their boards of directors, our suite of macro-focused research reports and corporate access services. •Successfully increased the vote with institutional clients, provided them with corporate services as well as increased the revenue from institutional clients by getting them to trade through our desk. •I facilitated the requests from qualified institutions to meet with corporate managements on the road or at corporate’s headquarters. •Analyzed various companies and communicated with CEO’s, CFO’s and upper management to strategically plan and execute non-deal roadshows, informational seminars, corporate tours and in-house meetings throughout North America and Europe for small to mega-cap companies.•Orchestrated regional, one-day and multi-day, industry corporate events to enhance institutional client interactions in the framework of Strategas macro views. Show less

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  Real Pie

  Jun 2013 - Jun 2015

  Account Project Manager

  • Produced websites and ad campaigns for clients including CBS Films, NBC Sports, Fox Searchlight, Paramount Pictures,Avalanche Studios, Chipotle, Farmers Insurance, and Electronic Arts• Worked with Moxie, DoubleClick, PHD and Horizon Media to establish the media plans and traffic ad campaigns for ourclients• Served as the main client contact on projects, clearly communicate complex solutions and effectively manage clientexpectations to meet project deadlines• Managed project development of websites and mobile applications with clients, developers, and creative designers• Worked closely with clients, creative and technical teams to accurately scope projects, create project plans, schedules, andSOW’s• Communicated effectively with programmers, production designers, creative, media, and account teams by bridging gaps andalerting teams of critical milestones, deadlines and budgets• Worked to bring in and capture new business, lead the client engagement process and clearly define project requirements andscope Show less

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  Avoric, LLC a division of Columbus Nova

  Jun 2015 - May 2017

  Private Equity Business Associate

  Private Equity Division under Columbus Nova• Assisted in leading the due diligence of a Series-B investment round in a start-up that I presented to Columbus Nova and Columbus Nova Technology Partners• Work with top management and the investment team to oversee financials for Ferrari of Philadelphia and Ferrari, Bentley, Lotus of Denver and manage the sales and operations of the dealership groups• Work with management to help the Automotive portfolio operate more efficiently by identifying areas of improvement and finding ways to run the businesses more cost effectively• Assist managers with operations of our automotive portfolio with the aim of maximizing the performance and value of the assets with frequent onsite visits• Assist dealerships with meeting Ferrari North America and Bentley North America rules, sales goals and marketing requirements• Provide periodic weekly and monthly financial and operational reports on the dealership assets to managers• Conduct research and gather relevant data on the Automotive Industry and potential competitors• Work directly with the investment team to analyze and help determine whether an investment in a new dealership group or automotive start-up app would support the investment intentions of Avoric• Help to create investment memos for both Avoric and Columbus Nova on some of their most recent investments• Create and develop reports and presentations on our automotive portfolio holdings for weekly and monthly distribution as well as for board meetings and investment meetings• Work directly with the investment team to help create financial models determining new ways to increase revenue and productivity Show less

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  Willis Towers Watson

  May 2017 - Jan 2018

  Client Management Group Associate

  • Drive all client and account management research and analytic activities in support of Client Management Group at the industry, account and project levels• Support the process by which all aspects of the sales and client information is accurate/complete and entered in a timely manner which includes auditing client contact information, client lead information, client meeting notes and account plans• Provide coordination support for the RFP process, as directed by the operations lead• Track revenues for client teams, research client financials information requests or issues, and create client-ready financial reports• Support client account planning processes which includes researching industry and client specific information, financial information and CRM data Show less

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  The Private Wealth Partners

  Jan 2018 - Apr 2019

  Vice President of Transitions and Technology

  Responsible for being the primary liaison between PWP and the partner firms utilizing the PWP platform. I am also responsible for the advisor experience during the transition process and being the power user for the advisor platform that PWP has constructed.The Private Wealth Partners enable leading private wealth advisors to operate independent businesses—a superior option for select teams. We provide a platform to deliver technology, investment solutions, private wealth management expertise, and operational support.We align interests for the benefit of private wealth clients. The result is to create enterprise value. Additionally, we are minority investors in independent private wealth managers. We want to work with private wealth advisors who like being majority owners of their own company. An independent private wealth management team is able to create the client experience they want. They may customize investment solutions, private placement transactions, reporting, pricing, financial planning and more. They establish the culture they want. And, they develop flexible approaches to their own retirement or monetization while creating substantial value. Show less

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  K2 Motorcars

  Apr 2019 - now

  Founding Member & General Manager

  K2 Motorcars was founded with a singular goal: stand-alone as South Florida's premier, full-service automotive concierge facility. Now, behind the doors of our nondescript central Jupiter warehouse lie hundreds of the most sought after, unique, and valuable vehicles ever manufactured, tended to daily by our passionate, in-house staff.