William Ross
West Babylon,NY
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase
09.2023 - Current
- Manage and grow a portfolio of personal and small business clients by delivering tailored financial solutions across deposits, credit, lending, and investment products
- Build long-term client relationships through proactive needs-based conversations, financial reviews, and ongoing account management
- Partner closely with Private Client Advisors, Private Client Bankers, Home Lending Advisors, Business Bankers, and branch leadership to identify referral opportunities
Associate Investment Advisor
Equitable Advisors
01.2023 - 08.2023
- Assist Senior Advisors when meeting with clients to discuss personal financial objectives, risk tolerance and asset allocation
- Offering strategic advice on products and services, such as investment, insurance coverage, debt management, and tax mitigation
Customer Service Specialist
All Around Auto Parts
03.2020 - 08.2021
- Educating both retail and business customers about the services and products we provide
- Gathered information and communicated with staff members during team meetings to ensure clients were satisfied with our service
- Provided high quality client service while engaging with customers and companies
Valet
Unique Parking
03.2017 - 08.2018
- Provided high quality customer service while dealing with a diverse client base
- Provided guests parking and the retrieval of their vehicles in a timely manner
Education
Bachelor of Science - Management
University of Tampa
Tampa, FL05.2022
High School Diploma - undefined
Long Island Lutheran High School
Brookville, NY06.2018
Skills
- Communication Skills
- Consulting
- Microsoft Excel
- Effective Time Management
- Customer Service
- Financial Planning
- Leadership Skills
- Tableau
Certification
- General Securities Representative (Series 7)
- Uniform Securities Agent State Law (Series 63)
- Securities Industry Essentials (SIE)
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
University of Tampa
- NCAA Division II Lacrosse Player
- Balance 40+ hour weekly Lacrosse workload with full time class schedule
- Received playing time
- Learned the importance of teamwork and different leadership skills
- Consulting Project
- Worked with the CEO of Children’s Nest day care center in Tampa, FL
- Presented an in depth business report as well as an improvised business plan
- Included an Internal and External analysis, SWOT analysis, VRIN assessment, Value Chain analysis, Company performance analysis
HOBBIES
Golf, Exercising, Lacrosse, Traveling, Spending quality time with friends and family
Timeline
Relationship Banker
JPMorgan Chase
09.2023 - Current
Associate Investment Advisor
Equitable Advisors
01.2023 - 08.2023
Customer Service Specialist
All Around Auto Parts
03.2020 - 08.2021
Valet
Unique Parking
03.2017 - 08.2018
High School Diploma - undefined
Long Island Lutheran High School
Bachelor of Science - Management
University of Tampa