National Sales Team and Relationship Management

  • William

    William "Bill" White

    National Sales Director

    William

    William "Bill" White

    National Sales Director

    • Cultivates prospective business relationships with Corbyn clients and strategic partners
    • Cultivates and manages relationships with individual clients, independent advisors and institutions
    • In the investment management industry since 1999, with Corbyn since 2002
    • Graduate of Washington and Lee University
  • Jonathan Doman

    Jonathan Doman

    National Sales Director

    Jonathan Doman

    Jonathan Doman

    National Sales Director

    • Cultivates prospective business relationships with Corbyn clients and strategic partners
    • Cultivates and manages relationships with independent advisors and institutions
    • Joined the investment management industry in 2008 and has held various sales leadership positions at well-respected organizations such as SEI and Vanguard. Most recently, served as the head of RIA and Enterprise sales at a prominent FinTech firm.
    • Graduate of West Chester University of Pennsylvania and The Pennsylvania State University (M.B.A.)
  • Heather Karaolis

    Heather Karaolis

    Manager, Client Relations

    Heather Karaolis

    Heather Karaolis

    Manager, Client Relations

    • Services account relationships with current Corbyn clients and advisors
    • Oversees service relationships with Corbyn’s custodians
    • In the financial services industry since 2006; with Corbyn since 2011

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