Will

Will: Email & Phone Number

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Senior Account Manager at Phoenix American|San Rafael, California, United States

Position:

Senior Account Manager at Phoenix American

Location:

San Rafael, California, United States

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Last updated: 2026-08-23
Updated: 2026-08-23

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Work Experience 26 years

Senior Account Manager at Phoenix American

Mar 2014 - Current

Senior Operations Analyst at Mission Creek Capital Partners Inc.

Sep 2013 - Mar 2014

Consultant - Accounting Operation at Watershed Asset Management, L.L.C.

Oct 2012 - Aug 2013

Client Services Manager at Bank of New York Mellon, Alternative Investment Services

Sep 2010 - Jul 2012

Fund Account Manager at Bank of New York Mellon, Alternative Investment Services

Jan 2006 - Aug 2010

Senior Fund Accountant at Bank of New York Mellon, Alternative Investment Services

Nov 2004 - Jan 2006

Performance Analyst at State Street Calfornia

Jan 2004 - Oct 2004

Portfolio Accountant - Senior Portfolio Accountant - Auditor at State Street California

Oct 2000 - Dec 2003

Will started working in 2000, then the employee has changed 5 companies and 7 jobs. On average, Will works for one company for 3 years 2 months.

Their professional focus is Accounting, Account Reconciliation, and Asset Management across 3 core areas.

Education

B.S at University of California, Berkeley

Will Namesakes

Name
Company
Position
Will
MaxMax International Inc.
CEO
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will
Smart Buy LLC
Account Manager
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Will
Extelnet
Director
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