Will Retzer

Charlottesville, VA 22902 (434)-825-3768 wretzer@gmail.com

Objective: To apply my ever increasing educational technology skills with my existing skills in accounting
and finance in order to create effective online training programs that are both accessible and relevant to the
Product Operations staff across all of the global offices of S&P Global Market Intelligence.

CORE KNOWLEDGE & STRENGTHS

Financial/Data Analysis Critical Thinking Training/Mentoring

Strategic Research & Analysis Cross Cultural Management Financial Accounting

EXPERIENCE

SNL Financial LC/S&P Global

Senior Product Operations Specialist (Apr 2017 present)
Design & Deliver a training program for new hires within Product Operations within the Charlottesville
office on the Market Intelligence platform
Expand training initiative to global offices in New York, London, and Hong Kong
Serve as a liaison between Product Operations and Commercial team for industry specific training

Senior Industry Analyst (Sep 2010 Mar 2017)

Banking Industry expert providing direct support and training on the SNL Financial product platform
to Investment Banks, Investment Managers, Community Banks and Credit Unions

Product Manager, Financial Institutions (Jul 2008 Sep 2010)

Publisher of Annual Executive Compensation Reviews for Banks, Insurance and REITs
Manager SNL Product Offering for the Insurance Industry. Supported clients through implementing
requested product enhancements.
Onsite training and demos for users of Insurance and Compensation data.

Sr. Research Analyst, Financial Institutions (Dec 2005 Jul 2008)

Collected Financial Accounting data for Publicly Traded US insurance companies from SEC filings
(10Ks and 10Qs) and entered financials data in a standardized financial data entry form.

Financial Content Analyst (Jun 2004 - Dec 2005)

Collected Financial Accounting data for Publicly Traded US insurance companies from SEC filings
(10Ks and 10Qs) and entered financials data in a standardized financial data entry form.

1st National Mortgage

Mortgage Broker (Jan 2003 - Jun 2004)
Originated Purchase and Refinance Residential Mortgage Loans

Silicon Mountain Memory

Regional Sales Manager (Apr 2001 - Oct 2002)
Sold Random Access Memory (RAM) to Government, Educational and Corporate Entities
 EDUCATION & SKILLS

James Madison University 2017-2018

Educational Technology Certificate

CPA Candidate 2017

Passed CPA Exams. Expected to be licensed in 2017Q4.

University of Virginia 2016

Certificate of Accounting

Virginia Tech 1996

B.S Business Management