William Rogers Email & Phone Number | An accomplished financial services professional with expertise in developing indexes that have become the basis for investment products including exchange traded funds, open-end mutual funds, closed-end funds, unit investment trusts, and structured products for institutional clients including The Vanguard Group, Invesco PowerShares, Invesco Trimark, BlackRock, TD Asset Management, National Bank of Canada, Russell Investments, Claymore Canada and UBS. As of April 30, 2015, exchange traded funds and open-end mutual funds licensed to these indexes totaled 32.260 billion in assets under management. Strengths include global equity income and factor based index development and competitive analysis, index attribution analysis, back-testing and multi-factor benchmarking, creation of customized supplemental databases to facilitate analyzing and interpreting a wide range of financial and statistical data from multiple vendors, academic data libraries and the Internet. Proficient at working in a fast-paced deadline driven customer-focused environment with multiple stakeholders including company senior management and marketing and sales teams, institutional product development managers and portfolio managers. Computer skills include strong proficiency in Excel Financial Modeling, Access Database Management, Pervasive SQL, Data Validation, and MS Office.

William Rogers

An accomplished financial services professional with expertise in developing indexes that have becom...
Fort Mill, South Carolina, United States

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William Rogers’s Location Fort Mill, South Carolina, United States

William Rogers’s Current Industry Wells Fargo

William Rogers’s Prior Industry Signature Consultants | Mergent | Moodys Investors Service

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Senior Assistant Vice President - Senior Technical Business Systems Consultant

2020-08-01 00:00:00 - Present

Business Systems Consultant

2014-07-01 00:00:00 - 2014-10-01 00:00:00

Director, Global Index Development

2004-01-01 00:00:00 - 2013-01-01 00:00:00

Senior Quality Control Editor

1992-01-01 00:00:00 - 2000-01-01 00:00:00

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William Rogers is a An accomplished financial services professional with expertise in developing indexes that have become the basis for investment products including exchange traded funds, open-end mutual funds, closed-end funds, unit investment trusts, and structured products for institutional clients including The Vanguard Group, Invesco PowerShares, Invesco Trimark, BlackRock, TD Asset Management, National Bank of Canada, Russell Investments, Claymore Canada and UBS. As of April 30, 2015, exchange traded funds and open-end mutual funds licensed to these indexes totaled 32.260 billion in assets under management. Strengths include global equity income and factor based index development and competitive analysis, index attribution analysis, back-testing and multi-factor benchmarking, creation of customized supplemental databases to facilitate analyzing and interpreting a wide range of financial and statistical data from multiple vendors, academic data libraries and the Internet. Proficient at working in a fast-paced deadline driven customer-focused environment with multiple stakeholders including company senior management and marketing and sales teams, institutional product development managers and portfolio managers. Computer skills include strong proficiency in Excel Financial Modeling, Access Database Management, Pervasive SQL, Data Validation, and MS Office.