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William Palumbo

@williampalumbo

Strategic account management director at EWM Global who managed institutional relationships and improved client reporting and workflows.

United States

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At EWM Global, I led strategic relationships with institutional clients, serving as their primary point of contact across operations, product, reporting, and leadership teams. I partnered with Product and leadership to develop client-driven solutions and improve the client experience.

Earlier, at Morgan Stanley Fund Services, I managed hedge fund client relationships representing more than $5B in AUM and led process improvements that enhanced reporting accuracy, operational efficiency, and internal controls. At Gramercy, I managed hedge fund accounting, including monthly close, NAV calculations, and financial reporting.

Experience

Work history, roles, and key accomplishments

Director, Account Management

EWM Global

Jan 2022 - Jun 2026 (4 years 5 months)

Led strategic relationships for institutional clients, serving as the primary point of contact across operations, product, reporting, and leadership teams. Built trusted relationships with senior stakeholders and managed complex client requirements and reporting workflows.

Strategic Account Management Customer Relationship Management Stakeholder Engagement Client Lifecycle Management Cross functional Leadership Process Improvement Salesforce Excel PowerPoint Microsoft Word Microsoft Teams Bloomberg Geneva Advent Axys

Associate Director, Account Management

EWM Global

Jan 2020 - Dec 2022 (2 years 11 months)

Managed strategic client relationships and end-to-end account life-cycles across complex compensation and incentive programs. Supported client on-boarding and implementation, translating complex requirements into operational processes.

Customer Relationship Management Client Lifecycle Management Client Onboarding Process Improvement Automation Cross Functional Collaboration Salesforce Excel PowerPoint Microsoft Word Microsoft Teams Bloomberg Geneva Advent Axys

Account Manager

Morgan Stanley Fund Services

Jan 2013 - Dec 2019 (6 years 11 months)

Managed relationships for hedge fund clients representing more than $5B in AUM, serving as a key point of contact across complex operational and reporting requirements. Oversaw monthly close, reporting, investor allocations, and other critical account deliverables.

Customer Relationship Management Hedge Fund Accounting Financial Reporting Fund Allocation Process Improvement Excel PowerPoint Microsoft Word Microsoft Teams Bloomberg Geneva Advent Axys

Fund Accountant

Gramercy

Jan 2007 - Dec 2013 (6 years 11 months)

Managed hedge fund accounting activities, including monthly close, NAV calculations, financial reporting, and investor allocations. Prepared and reviewed financial statements, management and incentive fee calculations, and fund reconciliations.