Billy Fletcher
Greenville,SC
Summary
Passionate Finance Major attending The Citadel. Energetic, hard working and dedicated student. Interested in an opportunity interning at a real estate company to gain experience and broaden skillset. Adaptable and driven with strong work ethic and ability to thrive in any work environment.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Associate
49 Financial
Charlotte, NC
07.2023 - 03.2025
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning.
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
- Grew assets under management through referrals and new business opportunities.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
Commercial Real Estate Intern
NAI Earle Furman
Greenville, SC
06.2022 - 07.2023
- Generated lists of properties, descriptions, contact information and available financing options.
- Acquired knowledge about each asset class, different properties, and how to be a good broker and make good business decisions.
- Shadowed brokers from a variety of different asset classes.
- Drove the market with different brokers.
Associate
Lights, Irrigation, Action
Greenville, SC
06.2021 - 08.2021
- Worked with owner to install outdoor lighting, patios, and other landscaping.
- Discussed projects with clients and worked to maintain client relationships.
- Worked with owner to learn to design irrigation systems.
Intern
Roy Metal Finishing
Piedmont, SC
12.2020 - 01.2021
- Positioned, aligned, and boxed components to complete accurate assembly work.
- Inspected products for defects and reported issues to management for resolution.
- Maintained work area safety and appearance, focusing on safety, organization and cleanliness.
- Worked on production line to learn processes and procedures.
Assistant Coach
Alliance Champions
Greenville, SC
06.2017 - 08.2019
- Answered sales calls and set up client introductory sessions
- Entered client information into computer software
- Encouraged clients to become stronger, more agile athletes and more successful competitors through focus, effective training and proper nutrition.
- Built strong community relationships through positive interaction and communication with local high school coaches.
Education
Bachelor of Science in Finance - Finance
The Citadel
Charleston, SC05.2023
Skills
- Team collaboration
- Time management
- Experience in leadership
- People skills
- Reliable and trustworthy
- Microsoft Excel
- Hard worker
- Passionate
Certification
- North Carolina Life and Health Insurance
- Securities Industry Essentials (SIE)
- Series 63
Leadership Experience
The Citadel, The Military College of South Carolina - Cadre Squad Corporal
- Assisted squad sergeant in creating conditions that allow each cadet to be successful.
- Trained and assisted incoming cadets in drill, inspection, and appearance.
- Taught time management skills and offered tips and resources to be educationally and militarily successful.
The Citadel, The Military College of South Carolina - Cadre Squad Sergeant
- Holistically responsible for the training, readiness, accountability, and welfare of each cadet in his squad.
- In charge and responsible for the training of the incoming fourth class.
- Directly supervised squad corporals in accomplishing their duties.
Timeline
Associate
49 Financial
07.2023 - 03.2025
Commercial Real Estate Intern
NAI Earle Furman
06.2022 - 07.2023
Associate
Lights, Irrigation, Action
06.2021 - 08.2021
Intern
Roy Metal Finishing
12.2020 - 01.2021
Assistant Coach
Alliance Champions
06.2017 - 08.2019
Bachelor of Science in Finance - Finance
The Citadel
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