Bill Okun

Bill was recently Executive Managing Director of S&P’s Equity Research Services business unit which provides independent investment intelligence to financial services clients.

From 2000-2009, he was Executive Vice President of Capital IQ where his primary focus areas included revenue generation, client development, marketing, brand development, product strategy, and culture development. Capital IQ was acquired by S&P in 2004

Prior to joining Capital IQ in 2000, Bill was a director at Sapient Corporation where he helped clients design and implement technology solutions focused on customer acquisition, customer retention and sales effectiveness.

Before joining Sapient, Bill was a senior consultant for Gemini Consulting where he designed and led strategic consulting projects focused on sales productivity for Fortune 1000 companies. Previously, he was a senior account executive for The Forum Corporation, a leading consulting firm that helped clients enhance their customer focus, sales effectiveness, and leadership development.

Bill received a B.A. from Amherst College and an MBA from The Fuqua School of Business at Duke University.