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Bio

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Will Green is a seasoned finance professional with expertise in financial modeling, analysis, forecasting, investments, strategic planning, and business development. He has worked as a Senior Analyst at Sagefield Capital and a Managing Director at Stephens Inc., providing due diligence and M&A services to clients. Will holds a degree in Computer Science and Psychology from the University of Arkansas at Fayetteville and is certified by FINRA in Series 7, Series 63, Series 86, and Series 87.

Credentials

  • Series 7, Series 63, Series 86, Series 87
    FINRA

Experience

  • Sagefield Capital
    • Dallas/Fort Worth Area
    • Senior Analyst
      • Jan 2019 - Present
      • Dallas/Fort Worth Area

  • Stephens Inc.
    • Dallas/Fort Worth Area
    • Managing Director
      • May 2007 - Sep 2018
      • Dallas/Fort Worth Area

Education

  • University of Arkansas at Fayetteville
    Computer Science, Psychology

Suggested Services

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Industry Focus. “Investment Banking”

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