Will Long
Finance Manager, Client Solutions at Charles Schwab
Based in San Francisco, United States
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Seniority
Manager
Department
Other
Location
San Francisco
Industry
Financial Services
Company size
34K
Contact information
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w•••••••@schwab.com
Phone
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Background
About Will Long
Financial executive focused on corporate business planning and improving company performance through better analytics. Expertise in decision support roles for both public and private firms in the technology and financial services industries. Experience in determining corporate valuations for public offerings and mergers and acquisitions. Adept at guiding management on the financial feasibility of major business deals, new product initiatives, partnerships and customer financial issues. Responsible for investment selection for a $300M portfolio. Strong consulting skills for decision making by cross functional teams. Recognized as point person to help teams resolve complex financial decisions resulting in cost reductions and improved profitability.
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