William Pedersen
Investment banking executive at Morgan Stanley, CFA
New York, New York
Summary
Progressive investment banking career at Morgan Stanley, moving from Associate to Vice President to Executive Director between 2015 and 2022. finra+1
Educational background combining technical finance and professional management training: a B.S. in Finance and Accountancy from Villanova University followed by an MBA from Yale School of Management. rocketreach+1
Active participant in transaction advisory work for municipal-related engagements, evidenced by drafted ITN materials and client-facing correspondence on the JEA engagement. jeainvestigation+1
Professional designation and public presentations: referenced as 'CFA' in organizational profile material and listed in public professional summaries. theorg