William is part of the technical services planning team focused on developing strategies for business transitions, ownership succession, and estate transfer. As the newest member of the team, he provides technical analysis and case design for business owners and affluent individuals.
William previously worked at Fortune 500 companies before joining Rainier Group. His experience in insurance has helped him gain insights in various industries.
He has a BA in Business Administration from the University of Washington Bothell, a Certification of Accomplishment in Database Analyst and Microsoft Office Certification in Excel.
In his free time he enjoys hiking, camping, taking motorcycle trips, and sampling exotic food.
Lake Oswego, OR