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
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Series 7, Series 63, Series 86, Series 87
FINRA
Experience
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Sagefield Capital
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Dallas/Fort Worth Area
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Senior Analyst
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Jan 2019 - Present
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Dallas/Fort Worth Area
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Stephens Inc.
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Dallas/Fort Worth Area
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Managing Director
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May 2007 - Sep 2018
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Dallas/Fort Worth Area
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Education
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University of Arkansas at Fayetteville
Computer Science, Psychology
Suggested Services
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Industry Focus. “Investment Banking”
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