Focus
Will began his career in 2007 with Ulster Bank Ireland Ltd., a subsidiary of the Royal Bank of Scotland in Dublin, Ireland. While there, he got his foundation in client protection, working as a Fraud Investigator and Money Laundering Prevention Officer for six years.
Background and experience
It was at this time, in 2013, that Will traded in Dublin, Ireland for Dublin, Ohio. Upon moving to the U.S., Will worked for Morgan Stanley in their Global Stock Plan Operations Department. In this role, he assisted stock plan participants with equity compensation plans, including stock options and restricted stock awards.
Will then turned his professional development toward a more client- and advisor-facing profession, pursuing a role in Mutual Fund Operations. It was here that he began to assist Financial Advisors with appropriate portfolio requests and the facilitation of establishing and maintaining 529 College Savings Plans. Will curtailed this experience into a position with Wells Fargo Advisors in September of 2018 as a Client Associate and assistant to the Branch Manager.
As an avid soccer fan, Will appreciates and sought to become a member of a team. He is now a proud member of The Slates Wealth Management Group of Northpointe Wealth Management. As a Senior Client Associate, Will’s responsibilities include but are not limited to providing administrative support, assisting customers with resolving inquiries, and generating customized reports.
Away from the office
Will and his wife, Sarah, live in central Ohio with their three children, Gianna, Liam, and Rowan. The family recently added a Standard Berne doodle to the family, and her name is Frankie. Will and Sarah love taking the family to Columbus Crew games or biking when possible.