Bill is responsible for UCX’s membership growth and brings a vast knowledge of exchange expertise to the team. Bill has spent over 30 years in the financial industry helping individuals and business owners with their financial needs. Bill is especially focused on business management and succession planning. Bill gets his greatest satisfaction in helping organizations to grow by introducing relationships that have a direct positive impact on their business, whether it is helping identify potential clients or arranging for other businesses to collaborate with each other. It’s these skills that Bill brings to UCX as the company grows and develops it exchange to a worldwide platform.
Bill earned an Associates of Science degree from State University of New York (SUNY) at Canton in 1976 and a Bachelor of Science degree from the State University of New York (SUNY) at Plattsburg in 1980.
Still passionate about giving back to the community, Bill has served as chairman of the Corporate Champions Board of Children’s Memorial Hospital where his team of volunteer business leaders raised money and awareness for the hospital. He was also a volunteer diver with the Shed Aquarium, diving in and cleaning the marine mammal habitat once a week for 10 years. In addition, Bill is involved with his children’s school both in fund raising and athletics. He resides in Chicago with his wife and their two daughters.