Bill is primarily responsible for the reconciliation of accounts and preparing financial reports for the community foundation, its supporting organizations and customized philanthropy services (CPS) clients. He helps in the preparation, explanation and verification of any financial reports and transactions for our CPS clients.
Bill has a bachelor’s of science from California State University East Bay in accounting and an associate of arts from De Anza College in business administration. He has been a staff accountant where he prepared financial reports, accounts receivable collections, completed reconciliations and helped write internal control procedures. He has also worked as a bank teller interacting with customers and helping them with their banking transactions.
He enjoys sports, traveling and spending time with his family.