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    Bill McCauley

    Tampa, Florida

    Chief Financial Officer

    Independent Financial Partners

    Specialties

    Accounting

    Auditing & Compliance

    Banking, Loans & Insurance

    Corporate Finance

    Investments

    Risk & Quantitative Analysis

    Tax

    Where I've Worked
    I

    Jun 2018 – Present

    Chief Financial Officer

    Independent Financial Partners

    Apr 2012 – Jan 2017

    Vice President and Chief Financial Officer

    Transamerica Financial Advisors, Inc
    M

    Jun 2009 – Apr 2012

    Chief Financial Officer

    MML Investors Services, LLC
    M

    Nov 2007 – Apr 2009

    Assistant Vice President & Controller

    MML Investors Services, LLC
    J

    Jan 2006 – Nov 2007

    Director of Finance

    John Hancock Financial Network / Signator Investors, Inc

    Jan 2004 – Jan 2006

    Director of Management Reporting & Subsidiary Accounting

    John Hancock Financial Services / Manulife Financial
    C

    2001 – 2003

    Senior Financial Analyst

    Corporate Controllers Department

    Jan 2017 –

    Director, New Ventures Finance

    McKinsey & Company
    Where I've Studied

    Masters, MBA

    Babson College

    Bachelors, Accountancy

    Bentley University

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Ask Me for a Referral

    Independent Financial Partners

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