100Will Bohannan

I am driven to help others grow and deliver tangible value to the team. I am a forward-thinking, energetic leader adept at understanding and solving the issues groups face. I thrive in goal-oriented environments where the focus is on making intelligent decisions that impact positive outcomes.

I am interested in Finance, Investments, Tech, Artificial Intelligence, Psychology, and our ever-evolving global economy.

Get In Touch:

WB@WillBohannan.com

"It is not the critic who counts; not the man who points out how the strong man stumbles … The credit belongs to the man who is actually in the arena … who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat."
- Theodore Roosevelt, April 23, 1910

University of Arizona

Bachelor of Finance, 08/02 - 05/06

Eller College of Management

Securities Licenses

FINRA Series 7, 2010

FINRA Series 63, 2010

Walton Global Holdings

Senior Vice President - National Accounts, 01/2022 - 09/2022

Promoted to Head of the National Accounts department in December of 2021
Developed and maintained relationships with Home Offices of National Broker-Dealers and RIAs
Designed investment structures, products, and implemented sales strategies for the US Capital Markets team

Senior Vice President - Capital Markets, 2019 - 2021

Lead the capital raising efforts for multiple strategies through various channels; IBD, RIA, FO, and Institutional
Proactively engaged sophisticated allocators and financial advisors

ClickIPO Securities

Senior Vice President, 2017 - 2019

Brokered Capital introductions for the executive team
Developed relationships with top Investment banks and secure MSDAs, including Goldman Sachs, Piper Jaffray, and Oppenheimer
Connected with C-level executives at prominent late-stage private companies and relayed value proposition

Torrey Capital Group

Senior Vice President, 2016 - 2017

Third-party marketer (Placement agent); specialized in alternative investments including multifamily, hotels, senior living, and development projects
Helped Fund Managers to structure, create and capitalize both fund and direct investments
Sourced capital from relationships with FOs, RIAs, HNWs

Walton International

Regional Vice President, 01/15 - 03/16

Vice President, 01/12 - 01/15

Sales Associate, 09/10 - 01/12

Oversaw capital raise process for development projects through RIAs, Institutions, and FOs in 13 states
Regularly advised on fund structure to improve marketability. Maintained knowledge of industry regulations and changes with potential impactful

Schiek Properties

Principal and Lead Buyer, 2009 - 2010