Bill  is the founder and CEO of SORMS (Strategic Operational Risk Management Solutions).  He has over 25 years of experience in the Financial Services and Marketing/Communications industry in a variety of “C” level positions and consultancies. The consistent thread throughout his career is a focus on streamlining operational environments in the service of the business strategy.

At JP Morgan as the COO of Corporate Real Estate, he was a key player in the transformation from a commercial bank to an investment bank through the development and construction of high tech offices in 23 markets that reflected the new organizational culture. He went on to develop cross functional processes for penetrating new markets and establishing new products. He also created the first proactive operational risk management process designed as a vehicle to communicate opportunities as well as uncertainties by leveraging internal business intelligence.

A Price Waterhouse, he established the North American Operational Risk Management practice which focused on the “upside” of risk – the choices an organization needs to make to execute strategy. His clients included American Express where he assisted the organization in evaluating their operational readiness to issue bank sponsored cards in the US and Corning where he evaluated the operational environments of acquisition targets.

Over the last ten years he has worked primarily in the marketing services industry, initially as a consultant to McCann Erickson in professionalizing the wholly owned subsidiary that provided IT services and then as a consultant to Interpublic as they began to centralize operational services. As the CIO of McCann Worldgroup, Bill developed a global collaborative system as the foundation for supporting the cross-discipline business strategy of Demand Creation. He is published in a wide variety of business publications including QFinance and GARP’s Risk Professional.

Bill holds a BA from Colgate and a clinical degree from Hunter.  For the first ten years of his professional life worked with adolescents in the South Bronx and East Harlem, an experience that taught him the very difficult skill of how to listen