Bill Takos
About Bill Takos
Bill Takos serves as the Head of Finance for Brokerage & Markets at Carta, where he has worked since 2020. He has extensive experience in financial operations, having held various leadership roles in accounting and finance across multiple firms, including IEX and Utendahl Capital Management.
Current Role at Carta
Bill Takos serves as the Head of Finance for Brokerage & Markets at Carta. He has held this position since 2020, contributing to the company's financial operations and strategic initiatives in New York City. His role involves overseeing financial management and ensuring compliance with industry regulations.
Previous Experience in Finance
Before joining Carta, Bill Takos held various significant positions in the finance sector. He was the Head of Accounting at IEX from 2016 to 2020, where he managed accounting functions at 4 World Trade Center in New York City. Prior to that, he served as Controller and CFO at Utendahl Capital Management from 2006 to 2008, and as Controller at Fulcrum Global Partners from 2004 to 2005. His experience also includes a role as Director of Finance at Schwab Soundview Capital Markets from 2002 to 2003.
Education and Qualifications
Bill Takos holds an MBA in Finance from Pace University - Lubin School of Business, where he studied from 1993 to 1997. He also earned a Bachelor of Science degree with a double major in Accounting and Finance from NYU Stern School of Business, studying from 1987 to 1991. Additionally, he holds a CPA certification and a FINRA Series 27 license, which qualifies him as a financial and operations principal.
Expertise in Financial Operations
Bill Takos possesses extensive expertise in managing financial operations across multiple asset classes, including Equities, Fixed Income, and Derivatives. His background in accounting and finance, coupled with his leadership roles in various financial institutions, has equipped him with the skills necessary to navigate complex financial environments.
Career Timeline
Bill Takos has built a diverse career in finance over several decades. He began his professional journey at Tullett Prebon as Assistant Controller from 1993 to 2000. He then progressed to various roles, including Director of Finance at Schwab Soundview Capital Markets, before taking on controller positions at Fulcrum Global Partners and Utendahl Capital Management. His tenure at IEX solidified his expertise in accounting, leading to his current role at Carta.