William Addiss

As the principal of an international training firm, Mr. Addiss develops and facilitates educational programs for a variety of major financial institutions, government agencies and foreign governments. Institutions utilizing Mr. Addiss for their capital markets training include Deutsche Bank, The Securities and Exchange Commission (SEC), The Central Intelligence Agency (CIA), National Association of Security Dealers (NASD), Financial Industries Regulatory Authority, (FINRA) . Kuwait Investment Authority (KIA), Government of Estonia, Moodys, Reuters, and Bloomberg Prior to establishing Amherst Financial Training in 1999 Mr. Addiss had a 23 year career on Wall Street. Starting with E.F. Hutton, he worked as an analyst with the Interest Rate Futures Department, Retail Stockbroker, and as National Sales Manager for Taxable Fixed Income. When E.F. Hutton was acquired by Shearson Lehman Brothers, his responsibilities were expanded to National Sales Manager for Fixed Income for the newly combined firms. His final position at Lehman Bros. Was as Managing Director, Executive Vice President in the Capital Markets Division. After Lehman Brothers, Mr. Addiss served as President of Community Securities, a subsidiary of Rochester Community Savings Bank. In this role, he developed and implemented a variety of initiatives to more fully integrate the full service broker/dealer into the parent holding company bank.