William C. "Bill" Whitehead
Consultant in Duluth, Georgia
A native of Middle Tennessee, William Charles Whitehead ("Bill") lived in the Nashville area until 1987. He is an accountant by training — David Lipscomb University and the University of Tennessee. Starting in the financial services industry, he was able to get management and counselor selling training, and developed experience and greater expertise in finance, insurance, real estate and securities.
In August of 1987, Bill was recruited to develop a regional Investment Banking and Retail Securities sales operation for Derand Corporation of America, a Washington DC based Investment Banking Brokerage firm, he moved with his family, to Atlanta, Georgia. Since then time he has continued to develop business opportunities; corporate development, financing, mergers, acquisitions and exit strategies. Bill was a managing principal with Derand and held securities licenses for most regulated securities offered to the public. He also was a CFP and RIA during his years in the regulated industry.
In 1996 – 97 Bill developed the business strategy and “roll-up” [industry consolidation] of sales organizations within the Manufacturing, Distribution and Retail Industries. The final result was a $500 Million dollar company utilizing innovative internet protocols to enhance sales, marketing and distribution. A precursor dot com company was created using internet technology to enhance a business model for manufacturing sales organizations.
Bill specializes in the development of financial opportunities using his years of experience and expertise in understanding applications for technology and financial engineering to capitalize on the market demand. In addition to the Manufacturing, Distribution and Retail, he has experience in the following business areas; Software, Technology, Information Systems, Health Care, Financial Services, Accounting, and Telecommunications.
Bill is a deal maker and connector of dots. He takes the time to understand the goals and objectives of clients and initial focus is “how may I assist you”.