Mr. Harlow joined the firm in 2020 as Director of Business Development, focused on identifying new client opportunities while deepening existing relationships with the firm’s key referral partners.
Mr. Harlow has 30 years of business development experience in professional services, the last 20 years in the accounting and tax consulting industry with Deloitte, DuCharme McMillen, and most recently Katz Sapper & Miller. Prior to this he held business development positions at Dun & Bradstreet and WorldCom.
Bill received a BA in Communications from Ohio State University.
Securities transactions are performed through and under the supervision of Periculum Capital Markets, LLC. Member FINRA* and SIPC**. Disclosures Form CRS
Check the background of this firm or its investment professionals on FINRA’s BrokerCheck.
© Periculum Capital Markets, LLC