Will Gilbert, Cfa
About Will Gilbert, Cfa
Will Gilbert, CFA, is a Customer Success Manager at DataRails, where he has worked since 2021. He previously held positions at Bank of America Merrill Lynch and completed an internship at Greenspring Associates.
Work at DataRails
Will Gilbert has been serving as a Customer Success Manager at DataRails since 2021. In this role, he focuses on ensuring customer satisfaction and fostering strong relationships with clients. His expertise in finance and customer service enables him to effectively address client needs and enhance their experience with DataRails' financial management solutions.
Previous Experience at Bank of America Merrill Lynch
Prior to his current position, Will Gilbert worked at Bank of America Merrill Lynch for a total of six years. He began as an Analyst from 2015 to 2017, where he gained valuable experience in financial analysis. He then advanced to the role of Associate from 2017 to 2021, contributing to various projects in the Greater New York City Area. His tenure at the bank provided him with a solid foundation in investment strategies and client management.
Internship at Greenspring Associates
In 2014, Will Gilbert completed a two-month internship at Greenspring Associates as an Investment Team Intern. This experience allowed him to gain insights into the investment landscape and develop analytical skills that would benefit his future roles in finance.
Education and Expertise
Will Gilbert earned a Bachelor of Science in Business Administration (BSBA) with a focus on Finance from Elon University - Martha and Spencer Love School of Business. He studied there from 2011 to 2015. His academic background in finance has equipped him with the knowledge and skills necessary for his career in financial services.