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William D. Szustak is a seasoned finance professional with 40+ years of experience in Mergers and Acquisitions, Tax, Budgets, Investments, Strategic Financial Planning, Negotiation, Estate Planning, Finance, Accounting, and Public Speaking. He has held executive positions at Paramount Planning, Inc., Tech Ventures, Inc., and GDA On-Line, LLC, and has worked as a director of finance, executive vice president, and president.

Experience

    • CFO
      • Jun 2008 - Present
      • Naples, FL
  • Paramount Planning, Inc.
    • Williamsville, NY
    • Executive Vice President and Part Owner
      • 1999 - 2000
      • Williamsville, NY

      Executive Vice President and part owner – Paramount Planning, Inc. - engaged in investment management and financial planning for clients, and client generation, mainly through lawyer referral.

  • Tech Ventures, Inc.
    • Rochester, NY
    • Director of Finance and Board of Directors
      • 1993 - 1996
      • Rochester, NY

      Director of Finance and member of Board of Directors – Tech Ventures, Inc., a small high-tech venture capital firm located in upstate New York.

    • Owner
      • 1990 - 1993
      • Williamsville, NY
  • Val-Kro, Inc.
    • North Tonawanda, NY
    • President and Part-owner
      • 1979 - 1990
      • North Tonawanda, NY

      As President of a 35 person metal finishing company, I was responsible for all facets of the company's operations. I was engaged in technical plating and metal finishing matters, customer contact, union negotiations, health and safety issues, hiring and firing decisions, computerization of th...

  • Ernst & Whinney
    • Buffalo, NY
    • Manager- Tax Department
      • 1966 - 1983
      • Buffalo, NY

      As Manager of the Tax Department, my main responsibility was financial and tax planning for large and small business and individual clients. I was active in the Mergers and Acquisitions area, handled IRS examinations and appeals, and carried out estate planning and business valuations. I was a me...

Education

  • 1965 - 1966
    University of Pittsburgh - Joseph M. Katz Graduate School of Business
  • 1961 - 1965
    Canisius College
  • Various Programs

Suggested Services

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

Industry Focus. “Financial Services”

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