William serves as Forvis Mazars’ Regulatory Practice Leader and Principal in Forvis Mazars’ Risk Advisory Services Group with experience helping regional, national, and global financial institutions navigate risk and regulatory complexity, from strategy to execution. William’s financial services experience spans both industry and consulting roles in commercial, international, and merchant banking organizations where his background includes regulatory response and strategy, delivery, and development of process improvements, internal audit, technology solutions, and regulatory compliance.
Specifically, he provides technical and strategic advisory services on enterprise risk management, and compliance expectations to large, complex financial institutions that include banks and broker-dealers, investment funds, and insurance companies on matters relating to regulatory safety and soundness, enhanced prudential standards, heightened standards, and compliance expectations.
William has led and managed multiple complex finance transformation and process improvement engagements, developed strategic financial process blueprints that provided cost and performance management solutions, and has enhanced management reporting capabilities in the banking and financial services industry.