Bryan Williams
Overland Park,KS
Summary
Sales professional with extensive experience in account and customer relationship management. Cultivates, nurtures and maintains long-term customer relationships to boost sales and grow brand visibility.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Business Development
Think Creative Collective, LLC
01.2022 - 06.2023
- Focused on growth sustainability
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Generated new business with marketing initiatives and strategic plans.
AVP, Financial Solutions Advisor
Merrill Lynch
01.2019 - 01.2022
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on potential risks and rewards associated with various investments.
- Informed clients of strategies for reducing debt and maximizing savings.
- Presented financial plans and investment recommendations to clients.
AVP, Financial Center Manager
Bank Of America
10.2012 - 01.2019
- Built and lead team focused on achieving sales goals.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
Education
Bachelor of Science - Business Administration
University of Central Missouri
Warrensburg, MO12.2010
Skills
- Sales Tracking
- Communication and Engagement Techniques
- Direct Sales
- Client Relationship-Building
- Business Development and Planning
- Complex Problem-Solving
Certification
- FINRA Series 66 License - 2019
- FINRA Series 7 License - 2019
Timeline
Business Development
Think Creative Collective, LLC
01.2022 - 06.2023
AVP, Financial Solutions Advisor
Merrill Lynch
01.2019 - 01.2022
AVP, Financial Center Manager
Bank Of America
10.2012 - 01.2019
Bachelor of Science - Business Administration
University of Central Missouri
- FINRA Series 66 License - 2019
- FINRA Series 7 License - 2019
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