Bill Addiss

With over 24 years of managerial background in the financial industry, William “Bill” Addiss has been a professional designer and deliverer of custom financial learning events for 15 years. Prior to founding his own consulting service, Bill spent his first 23 years in the markets at Lehman Brothers, and its predecessor firms: Shearson and E.F. Hutton. As a Managing Director, Executive VP, Bill headed up the Fixed Income division of the firm. During his tenure there, he evolved through numerous responsibilities including National Sales Manager for Fixed Income, National Marketing Director, and Commodity Specialist. His first 4 years were in the Operations side of the business, before moving to Capital Markets front office responsibilities. As MD/EVP at Lehman, Bill managed a division of 257 professionals including Traders, and Trade Support Professionals. He resigned from Lehman in 1999 to establish his own consulting/training firm, which designs, develops and delivers on-site and web-based programs for various international clients in the financial industry. Utilizing his managerial and industry experience, Bill has designed and delivered engaging programs focusing on Capital Markets, Fixed Income, Derivatives and other related topics. Accordingly, he has instructed programs for a wide variety of institutional clients, including Multi-National Banks, Investment Banks, Regulatory Agencies, Rating Agencies and Asset Managers. He is known for his inter-active manner of addressing current topics and applying the course materials in a relevant way to the participants’ interests. A speaker and lecturer as well, Bill has delivered for the Wharton/Arresty Institute and briefly served as the president of Community Securities in Rochester, NY, a regional broker dealer.