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William McNarland, CFA's Linkedin Analytics

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I am a CFA (Chartered Financial Analyst) with over 25 years of experience in capital markets, including valuation, private equity, mergers and acquisitions, trading, startup fundraising, and research. I have worked on over 1,000 projects, with my financial models and company ratings published on Bloomberg, Reuters, FactSet, and S&P Global Terminals. As a Trustee on a US Private Credit and Equity Fund, I bring direct insight into investor decision-making and capital strategies. Having worked across all 50 U.S. states, every Canadian province, and more than 50 countries, I understand diverse markets and cultural dynamics, which enhances my ability to deliver tailored financial strategies. Previously, I served as a finance instructor at the University of Toronto, equipping professionals with practical financial expertise. I am also the author of seven books, available on Amazon, and am pursuing a Master’s in Psychology to further refine my communication and analytical skills.

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