Bill is a director in the Client Services Group. He is responsible for product development and bringing innovative retirement solutions to market within NISA’s defined contribution business. He is also responsible for managing strategic partnerships with recordkeepers and insurance companies.
Prior to joining NISA in 2016, Bill was a managing director at AllianceBernstein where he was responsible for DC custom product strategy and implementation, including lifetime income solutions, and managing relationships with record keepers, insurance companies and custodians. He previously served as director at Allstate Financial and as President of its RIA subsidiary where he led the development of alternative retirement income solutions. Bill holds a BS in Economics from the United States Military Academy at West Point and an MBA from the University of Chicago Booth School of Business.