NYIF
CFPInstructor
William Addiss
Practical Experience:
William Addiss is a New York Institute of Finance faculty member with over 20 years of management experience working in the finance industry. He has been an instructor at the New York Institute of Finance since 1995 where he has designed and delivered courses in Capital Markets, Fixed Income, and Derivative Instruments. He has also delivered Introduction to Finance courses for non-financial professionals and graduate induction programs.
Mr Addiss delivers a variety of training programs to an international clientele of financial institutions, including Deutsche Bank, Reuters, and Standard & Poors. Mr Addiss is a former Managing Director/Executive Vice President for Lehman Brothers in Manhattan, where he was responsible for the marketing, trading and distribution of Fixed Income Securities. Whilst at Lehman Brothers he also held the position of National Sales Manager for Fixed-Income, where he successfully developed and implemented sales and business plans for the generation of the firm's fixed income business. Mr Addiss' early career was spent as National Product Manager for Taxable Fixed-Income at E.F. Hutton, and a Commodity Sales Specialist with E.F. Hutton.
Recently, as President of Community Securities in Rochester, NY, Mr Addiss directed the efforts of this regional broker/dealer. He has been a lecturer at the Wharton/Arresty Institute and is a member of the American Society for Training and Development, (ASTD).
Mr Addiss has a BS in Finance from Fairfield University and an SIA Marketing Certificate, from Wharton/Arresty Institute. Mr Addiss holds Series 7, 24 and 63 certifications.
Education:
SIA Marketing Certificate, Wharton/Arresty Institute
BS, Finance, Fairfield University
Licenses:
Courses:
- Bond Mathematics
- Bond Trading
- Fixed Income Markets I - Day
- Fixed Income Markets II - Day
- Fixed Income Portfolio Management
- Fixed Income Suite
- Options Markets I
- Swaps I
- Yield Curve Analysis
 |  |  |  |  |  |
 | |||||