William P. Hamad, CFA

Experience

• 

  Bank Audi

  Feb 2010 - Nov 2017

  • Relationship Manager

    May 2015 - Nov 2017

  • Credit Analyst

    Nov 2014 - Apr 2015

  • Marketing & Communications Officer

    Feb 2010 - Oct 2014
• 

  Charles Schwab

  Apr 2018 - Sept 2018

  Associate, Institutional
• 

  Montgomery Capital Advisers, LLC

  Sept 2018 - Apr 2020

  Senior Financial Analyst
• 

  Brinks Home

  Apr 2020 - Jun 2022

  Transformation OfficeCorporate Development

  • Finance Manager

    Apr 2021 - Jun 2022

  • Senior Financial Analyst

    Apr 2020 - Apr 2021
• 

  Montgomery Capital Advisers, LLC

  Jun 2022 - Apr 2025

  Montgomery Capital Advisers, LLC (MCA) is a diversified investment management and business advisory firm located in Plano, TX. Serving as a General Partner in numerous, related, limited partnership investment funds, MCA manages debt and equity investments made by those partnerships in distressed debt, operating entities and other, opportunistic investments with a primary focus on lower middle market, owner-managed businesses. Our firm also serves as a principal in direct equity and debt investments in operating companies and provides professional advisory services to operating companies in our portfolios. Show less

  • Head of Portfolio Management & Originations

    Feb 2024 - Apr 2025

  • Vice President

    Jun 2022 - Feb 2024
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  Brinks Home

  Apr 2025 - now

  Director, Strategic Finance