HomeOur TeamServicesIndustryReading RoomContact

 

William A. Stewart
wstewart@pcecompanies.com
407-621-2100 (main)
407-621-2124 (direct)
407-621-2199 (fax)

Winter Park, Florida

Experience

  • Particular focus on PCE’s Employee Stock Ownership Plan (ESOP) practice, including executing sales to ESOPs, ESOP feasibility studies and shareholder and trustee financial advisory
  • Engaged in all aspects of PCE’s investment banking practice, including buy-side and sell-side mergers and acquisitions as well as private equity and debt placements
  • Formerly a vice president with SunTrust Bank in their private wealth management with responsibility over $300 million of assets
  • Previously underwrote commercial and corporate loan packages with transactions ranging from $5 million to over $100 million in value as a credit officer with SunTrust Bank

Service

  • Member of ESOP Association
  • Member of CFA Institute
  • Member of CFA society of Orlando
  • Member of Orlando Regional Chamber of Commerce

Education

  • Denison University, Bachelor of the Arts, Economics

Certification

  • Chartered Financial Analyst (CFA) charter holder
  • Series 7 & 24

 


 

HOME | OUR TEAM | CAREERS | READING ROOM | PRIVACY POLICY | DISCLAIMER | CONTACT
Copyright ©2006-2008 PCE Holdings, Inc., and
PCE Investment Bankers, Inc is a member of FINRA & SIPC