William Goodman

William Goodman is a Managing Director at Moelis & Company, where he specializes in technology investment banking, focusing on technology services and digital infrastructure. He has nearly 20 years of experience in investment banking, particularly in mergers and acquisitions and leveraged finance transactions, with strong relationships in the financial sponsor community.13

Professional Experience::

• Moelis & Company: Managing Director since April 2023, based in New York City.12
• SVB Securities: Senior Managing Director from August 2021 to April 2023.23
• UBS: Held various roles including Managing Director (March 2020 - August 2021), Executive Director (March 2017 - February 2020), and Director (March 2014 - February 2017).12
• Oppenheimer & Co. and Redwood Capital Group: Worked as an Associate.2
• JPMorgan Chase: Financial Analyst early in his career.2

Education:: William Goodman holds a dual Bachelor of Arts degree in Economics and Philosophy from Northwestern University, completed between 2002 and 2006.13

Licenses & Certifications:: He is licensed with FINRA, holding Series 63 and Series 79 certifications.1