William Killeen

As a Portfolio Analyst at CFO4Life, William is passionate about all things investing and brings that enthusiasm to the work he does supporting the firm’s clients. With a keen interest in markets, portfolio construction, and investment strategy, William is dedicated to helping the team deliver thoughtful, well-researched solutions tailored to each client’s unique goals. He also has a passion for building systems and automation, constantly looking for ways to improve efficiency and elevate the client experience behind the scenes.

Prior to joining CFO4Life, William spent three years as a Strategic Finance and Operations Manager at an oil and gas services company, where he developed a strong foundation in financial analysis, operational strategy, and process improvement. He earned his bachelor’s degree in Finance from the University of Louisiana at Lafayette and is committed to continuing his professional development as he grows alongside the CFO4Life team.

Outside of the office, William spends his time with family and on the golf course.