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William Goldsmith, CFA

William Goldsmith, CFA

Analyst

Followers of William Goldsmith, CFA1000 followers
location of William Goldsmith, CFANew York, New York, United States

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  • Timeline

  • About me

    Commercial Real Estate Sector Manager at Medalist Partners

  • Education

    • University of Michigan

      2001 - 2004
      BSE in Engineering Industrial and Operations Engineering

      Activities and Societies: Men's Club Soccer

  • Experience

    • Ernst & Young

      Jun 2005 - May 2007
      Analyst

    • Bear Stearns

      Jun 2007 - Jun 2008
      Analyst

    • JP Morgan

      Jun 2008 - Sept 2012
      Vice President

      Trader on the Commercial Mortgage Trading Desk

    • Credit Suisse

      Sept 2012 - Mar 2019

      Head of CMBS TradingSpent over 6 years on the trading desk, initially focused on credit derivatives/CMBX and then overseeing the entire risk position while desk head. Products traded include CMBS, CMBX, Mezzanine/Bridge Loans, Single Name CDS, HY/IG CDX, Equity indices/options, IRS and Treasuries (including futures).While at CS, spent 5 months as interim head of ABS trading at the end of 2017 while searching for a permanent solution.

      • Director

        Dec 2013 - Mar 2019

      • Vice President

        Sept 2012 - Dec 2013

    • Medalist Partners

      Oct 2019 - now
      Commercial Real Estate Sector Manager

      Head of CRE/CMBS at Medalist. Focus on transitional/bridge loan product, regular way CUSIP/derivative trading and macro trading strategies.

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Feb 2012

    • FINRA Series 7, Series 63, Series 24, Series 4

      FINRA