Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
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Billy Fairweather

Billy Fairweather

Boston,MA

Summary

Since joining SLC Management my role has continued to grow. I take pride in my work and have a strong desire to learn different sides of the business development process. As I become more established with the firm I continue to be trusted with different projects and continue to execute. I truly enjoy the industry and am fascinated by the financial markets. While working with SLC I've attained the SIE and Series 7 on my first try while studying in my free time. I plan to begin studying for CFA Level 1 once I attain my Series 63.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Business Development Analyst

SLC Management
09.2022 - Current
  • Directly support SMD, Head of Strategic Partnerships
  • Built up SLC CRM by sourcing primary contacts for top 1500 Endowments & Foundations, Public, Corporate DB and Taft-Hartley plans
  • Create pitchbooks in PowerPoint under tight deadlines while working across multiple teams
  • Monthly/Quarterly reporting for clients on portfolio performance and structure
  • Awarded company recognition "SLC Star" for performance in Q1 2023 with noted core values being "Client Obsessed" and "Owners' Mindset"
  • Recognized for "Acts with speed" in company's Applause network by SMD, Head of U.S. Business Development

Annuity Sales Intern

Prudential Financial
06.2021 - 09.2021
  • Experience operating a book of business
  • Developed sales competition for future internship experiences
  • Trained in various areas including capital markets, data analytics, and Microsoft excel

Education

Bachelor of Arts - Business Management

University of Rhode Island
North Kingstown, RI
05.2022

Skills

  • Salesforce
  • Microsoft Office Suite
  • Adobe Acrobat Pro
  • Ability to manage multiple tasks
  • Evestment
  • Fin searches
  • ZoomInfo
  • LinkedIn Sales Navigator

Certification

  • Securities Industry Essentials (SIE)
  • Series 7

Timeline

Business Development Analyst

SLC Management
09.2022 - Current

Annuity Sales Intern

Prudential Financial
06.2021 - 09.2021

Bachelor of Arts - Business Management

University of Rhode Island
  • Securities Industry Essentials (SIE)
  • Series 7
Billy Fairweather