William Long
O'Fallon
Summary
Experienced Financial Advisor with ability to manage all facets of the business, including financial, legal, and marketing teams. Providing top-notch customer service to clients through financial analysis, forecasting, and continuous financial development. Competitive and self-motivated Manager with 10+ years of experience managing a team of safe, effective professionals and minimizing risks. Excellent interpersonal skills, and a proven track record of delivering results. Outstanding sales consultant with 6 years of experience cultivating strong client relationships and developing new opportunities demonstrating track record of results and leadership. Consistently worked in a team environment while remaining self-motivated and competitive Motivated professional with several years of experience juggling multiple priorities to keep company running smoothly. Communicative team leader possessing outstanding time management and documentation abilities. Polished in overseeing employee performance and guiding and motivating new talent.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Assistant Manager
QuikTrip
O'Fallon
10.2024 - Current
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Analyzed business performance data and forecasted business results for upper management.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Coordinated with other departments to ensure smooth flow of operations.
- Reviewed completed work to verify consistency, quality, and conformance.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Supervised daily operations including scheduling shifts, assigning duties.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Analyzed sales data to identify trends and adjust strategies accordingly.
- Implemented quality control measures to uphold company standards.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Financial Advisor
Financial Advisor
O'Fallon
01.2020 - 10.2024
- Starting and running a Financial Advisor business with over 2 years of forward facing customer relations management
- Meeting Firm's expected sales goals and overall responsibilities in a self-motivated/self-started environment
- Direct management of 30+ employees
- Background in IT with A+ and Network+ certifications that help in any industry or career
- Series 7 License
- Series 66 License
- Life and Health Insurance License
- 8 years military experience as a Non-Commissioned Officer
- Identified new business opportunities through networking events or referrals from existing clients.
- Implemented asset allocation models designed to maximize returns while minimizing risks.
- Identified new business opportunities through networking and referrals.
- Facilitated client meetings with comprehensive investment strategy planning.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Managed relationships with outside vendors such as attorneys, accountants, when necessary.
Education
Information Technology
St. Louis University
St. Louis, Missouri01.2020
Skills
- Customer service
- Computer literacy
- Communication skills
- Time management
- Leadership
- Critical thinking and problem solving
- Professionalism and strong work ethic
- Data analysis
- Performance evaluation
- Sales analysis
- Vendor management
- Contract negotiation
Certification
- Series 7 License
- Series 66 License
- Life and Health Insurance License
Languages
- English
- Computer/Information Technology
Military Experience
8, Non-Commissioned Officer
Timeline
Assistant Manager
QuikTrip
10.2024 - Current
Financial Advisor
Financial Advisor
01.2020 - 10.2024
Information Technology
St. Louis University
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