William Russell

Business Development Officer

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After graduating from the University of Alabama, I began my Marine Corps journey in Quantico, VA, achieving the rank of Major and leading Marines at the Company Level in roles ranging from Platoon Commander to Operations Officer.  

Transitioning from Active Military Service into the Financial Services Industry, I provided advisory expertise in institutional equity investments at Howard Weil, a boutique investment bank, and later as Managing Director of Capital Markets at Roberts & Ryan Investments, a Service-Disabled Veterans Owned Firm. My diverse experience also extends to advising companies in the energy, industrial, and technology sectors during my tenure at Strategic Project Solutions (SPS).

Originally from New Orleans, I now reside in South Florida with my wife, two daughters, and our two dogs. Outside of work, I enjoy outdoor fitness, quality family time, and cheering for Alabama Football. 

Whether developing impactful business strategies or advancing client opportunities, I’m passionate about building lasting relationships and delivering meaningful results.

Education

University of Alabama - Bachelor of Science in Business

Experience

Institutional Equities & Capital Markets

U.S. Marine Corps Officer (1st ANGLICO, 3rd Force Recon)

Professional Credentials

Securities Exams Passed:

Series 65 – Uniform Investment Advisor Law Exam

Series 24 – General Securities Principal Exam 

Series 7 – General Securities Representative Exam

Series 63 – Uniform Securities Agent State Law Exam