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Bill Shea | Senior Vice President, National Accounts

Bill Shea serves as Vice President of National Accounts for Carter Multifamily, bringing over 25 years of experience in broker-dealer relationship management, Reg D offerings, private equity, alternative investments, and other financial products. Prior to joining Carter Multifamily, Mr. Shea was Director of National Accounts at Skyway Capital Markets where he was instrumental in signing 55+ firms for Carter Multifamily Fund II.

Prior to joining Skyway, Mr. Shea held the title of National Accounts Manager with Megatel Capital Investment where he was responsible for supporting and expanding the company’s broker-dealer network on a national level. Mr. Shea obtained 20-25 key selling agreements with firms such as Crown Financial, Strategic Financial Alliance, Arkadios, IPI, Lifemark, IAI, and others.

From 2005-2016, Mr. Shea was National Account Manager for Ridgewood Companies where he managed all aspects of relationships with broker-dealer partners within the independent broker dealer channel.

Mr. Shea also worked for Pacific Life Variable Annunities from 2001 to 2005 as Senior Key Account Manager. He was responsible for 22 firms whose combined sales surpass $1.4 billion in sales in 2004.

Mr. Shea graduated from Saint Michael’s College with a Bachelor of Science in Business Administration. He currently maintains FINRA Series, 6, 22, and 63 licenses.