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I am Bill Beery, currently based in Atlanta, Georgia, with over 25 years of experience in business development and investments. I serve as the Director of Business Development at Ivy Asset Group, LLC, where I've been since January 2018. Prior to this, I held the position of Executive Director at J.P. Morgan and spent nearly two decades at Citi as the Director and Head of US Equity Sales for the Southeast. I hold a Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill and an MBA in Finance from Georgia State University. My key skills include due diligence, strategic planning, leadership, and business development, and I am passionate about driving growth and innovation in the financial sector.

Experience

  • Ivy Asset Group, LLC
    • Atlanta, Georgia
    • Director - Business Development
      • Jan 2018 - Present
      • Atlanta, Georgia

    • Executive Director
      • Aug 2015 - Dec 2017

  • Citi
    • Atlanta, Georgia
    • Director - Head of US Equity Sales, Southeast
      • Nov 1995 - Jul 2015
      • Atlanta, Georgia

Education

  • 1986 - 1990
    University of North Carolina at Chapel Hill
    Bachelor of Arts (B.A.), Economics
  • 1993 - 1995
    Georgia State University - J. Mack Robinson College of Business
    Master of Business Administration (MBA), Finance, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking.”

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