Derek Williams
The Woodlands,TX
Summary
Accomplished Senior Financial Consultant with a 5 year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment. Prioritizing and understanding the numerous bank polices and restrictions within audit regulations on a regular basis.
Overview
10
10
years of professional experience
Work History
Senior Financial Consultant
Regions Bank
04.2020 - Current
- Boosted sales 38% in the year 2022 and exceeded sales target by employing consultative sales tactics and superior customer care.
- Recognized as top 3 Ranked Banker in North Houston for 5 consecutive months in a row leading my branch in sales for 3 consecutive quarters.
- Conducted moderately complex examinations and special audits to determine solvency of Regions and to meet audit objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Project Manager
Williams Design & Construction
07.2013 - 11.2022
- Identified plans and resources required to meet project goals and objectives.
- Achieved project deadlines by coordinating with contractors to manage performance.
- Orchestrated projects within strict timeframes and budget constraints by solving complex problems and working closely with senior leaders.
- Updated operational methods, oversaw accounting procedures, tracked information and compiled data to improve efficiency.
- Planned, designed, and scheduled phases for large projects.
- Monitored project performance to identify areas of improvement and make adjustments.
Supervisor
First National Bank
02.2018 - 03.2020
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Handled customer complaints, resolved issues and adjusted policies to meet changing needs to better the team.
- Evaluated employee performances, coached, and trained to improve some weaker areas.
- Exceeded compliance requirements with First National Bank policies, objectives, and communication goals.
- Interviewed, hired and trained new employees for productive entry level positions.
Education
BBA - Business Administration And Management
Sam Houston State University
Huntsville, TX08.2022
Skills
- Trend Analysis Expertise
- Retirement Needs
- Certified Financial Planner
- Client Recruiting and Retention
- Investment Opportunity Identification
- Mortgage Lending
- Investment Recommendations
- Portfolio Management
- Equity and Debt
- Financial Knowledge
Accomplishments
- Mortgage License
- Licensed Notary
Timeline
Senior Financial Consultant
Regions Bank
04.2020 - Current
Supervisor
First National Bank
02.2018 - 03.2020
Project Manager
Williams Design & Construction
07.2013 - 11.2022
BBA - Business Administration And Management
Sam Houston State University