Summary
Overview
Work History
Education
Skills
Certification
Leadership Experience
Timeline
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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, SC
05.2023

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