Garrett Williams
Boardman,OH
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Western & Southern Financial Group
10.2022 - Current
- Served as the sole financial advisor in the Youngstown Branch office.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Mentored new Financial Representatives by supervising appointments with clients and assisting in their preparation for FINRA licensing exams.
Administrative Assistant Intern
Student Veterans Resource Center
05.2021 - 05.2022
- Provided secretarial and office management support while building cooperative working relationships.
- Maintained appointment and event calendars for department heads.
- Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
Airborne Ranger
United States Army
09.2014 - 02.2019
- Served in a special operations unit (75th Ranger Regiment) and regularly trained to deploy anywhere in the World in 18 hours or less
- Successfully treated disrupted airway, amputated limbs and gunshot wounds during live tissue training.
- Obtained Top Secret / Secret Compartmentalized Information Security Clearance (TS/SCI)
Education
Bachelor of Science - Accounting
Western Governors University
Salt Lake City, UT06.2024
Bachelor of Science - Biology
Youngstown State University
Youngstown, OH05.2022
Skills
- Verbal and Written Communication
- Microsoft Office Suite
- Financial Statement Analysis
- Data Entry Documentation
- Excel Spreadsheets
- Sensitive Material Handling
- Task Prioritization
Certification
Intuit Academy Bookkeeping Certificate
Quickbooks ProAdvisor Program (In Progress)
Finra SIE
Finra Series 6
Finra Series 63
Finra Series 65
Life and Health Insurance License
Timeline
Financial Advisor
Western & Southern Financial Group
10.2022 - Current
Administrative Assistant Intern
Student Veterans Resource Center
05.2021 - 05.2022
Airborne Ranger
United States Army
09.2014 - 02.2019
Bachelor of Science - Accounting
Western Governors University
Bachelor of Science - Biology
Youngstown State University
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