Bill Schmitz
About Bill Schmitz
Bill Schmitz is the Managing Director at Jefferies, with extensive experience in investment banking and equity research, particularly within the consumer products sector.
Current Role at Jefferies
Bill Schmitz serves as the Managing Director at Jefferies since 2020. Based in New York, New York, he is focused on providing strategic leadership. His role involves deep engagement with strategy and emerging industry trends within the consumer products sector. His responsibilities include advising on significant financial transactions and fostering key client relationships within the industry.
Previous Positions at Deutsche Bank
Before joining Jefferies, Bill Schmitz held leadership roles at Deutsche Bank. From 2009 to 2020, he worked as Managing Director, where he played a crucial part in driving the bank’s strategic initiatives and managing client portfolios. Prior to that, he was the Director from 2001 to 2009, positioning himself as a key figure in the bank’s operations and client advisory services.
Early Career and Notable Roles
Bill Schmitz's career includes significant roles at various financial institutions. From 2000 to 2001, he was a Senior Associate, Acquisitions at Safeguard Scientifics. Earlier, from 1995 to 2000, he worked at PaineWebber as an Associate in the Mergers & Acquisitions department in the Greater New York City Area. These roles provided him with extensive experience in the field of finance and acquisitions.
Educational Background
Bill Schmitz holds a Bachelor of Arts (BA) degree in Organizational Behavior Studies and History from Brown University. He studied there from 1991 to 1995. His educational background has equipped him with a strong foundation in understanding organizational dynamics and historical contexts, which has been beneficial in his professional roles.
Focus and Experience
Throughout his career, Bill Schmitz has focused on strategy and emerging industry trends, particularly within the consumer products sector. He has experience as a principal investor, which complements his roles in investment banking and equity research. His recognition as an equity research analyst underscores his expertise and standing in the field.