Chief Financial Officer
Mr. Paul Lagermasini serves as the Chief Financial Officer, overseeing all financial operations since joining WBI in October of 2015.
Mr. Lagermasini is an industry veteran, bringing nearly 25 years of experience in external financial reporting, technical accounting research, financial accounting, and internal controls. Prior to joining WBI, he worked for RCS Capital Corporation as Head of SEC Reporting where he managed all aspects of SEC reporting, performed research of technical accounting matters, drafted accounting policies, and implemented accounting pronouncements. Mr. Lagermasini led the accounting team through a series of transformative transactions including the acquisition of twelve retail broker-dealers and related debt, equity, and mezzanine equity financing. Mr. Lagermasini served as Chief Financial Officer at Ally Financial where he directed all financial operations, and Director of Business at Credit Suisse where his responsibilities included the preparation of the financial statements for all of Credit Suisse’s U.S. based entities. Mr. Lagermasini’s experience also includes time at Morgan Stanley and Merrill Lynch and he began his career working in the audit practice of Deloitte & Touché.
Mr. Lagermasini earned a Bachelor’s Degree in Accounting from St. Michael’s College and earned his Master Degree in Finance from Fordham University. He is a Certified Public Accountant (CPA) and holds a Series 27 license.