Summary
Overview
Work History
Education
Skills
Timeline
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Kayana Williams

Chicago,IL

Summary

Dynamic financial professional with a proven track record at Primerica, adept in portfolio management and fundamental analysis. Excelled in building client trust through personalized wealth management strategies, enhancing community health in the US Army, and fostering team collaboration. Holds Series 6 & 63 licenses, showcasing a blend of expert financial guidance and critical thinking skills.

Overview

16
16
years of professional experience

Work History

Financial Broker

Primerica
11.2019 - Current
  • Analyzed complex financial data to identify investment opportunities for clients.
  • Secured new business through targeted prospecting and networking efforts.
  • Assisted clients in developing realistic financial plans, taking into consideration individual needs and objectives.
  • Boosted client satisfaction by providing personalized financial advice and guidance.
  • Developed strong relationships with clients, ensuring trust and confidence in their financial decisions.

Assistant Store Manager

Menards
04.2009 - 05.2021
  • Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
  • Rotated merchandise and displays to feature new products and promotions.
  • Fostered a positive work culture by promoting teamwork and recognizing individual achievements among staff members regularly.

Preventive Medicine Specialist

US Army
07.2008 - 07.2016
  • Improved community health outcomes by collaborating with interdisciplinary teams to design evidence-based interventions.
  • Enhanced patient health by implementing preventive medicine strategies and conducting regular screenings.
  • Expanded access to preventive healthcare services by establishing partnerships with community organizations and stakeholders.
  • Provided expert guidance on occupational health matters, ensuring safe work environments for employees across various industries.

Education

High School Diploma -

Lane Tech
2501 W. Addison St. Chicago Il 60618
06.2006

Skills

  • Fundamental Analysis
  • Retirement planning
  • Portfolio Management
  • Wealth Management
  • Series 6 & Series 63 licensed
  • Life Licensed
  • Critical Thinking
  • Team Collaboration

Timeline

Financial Broker

Primerica
11.2019 - Current

Assistant Store Manager

Menards
04.2009 - 05.2021

Preventive Medicine Specialist

US Army
07.2008 - 07.2016

High School Diploma -

Lane Tech

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Kayana Williams