Microsoft Excel
William Parker
Financial Advisor
Brandon,WI
Summary
Dynamic and results-oriented professional with a proven track record at Raymond James & Associates, where I enhanced operational efficiency and client satisfaction through expert application of Python and JS. Skilled in teamwork, problem-solving, and client service, I excel in fast-paced environments, leveraging technical and interpersonal skills to drive success.
Driven to learn quickly, advance computer proficiency and training in industry operations. Solid background in field and office settings supporting team needs. Flexible and hardworking team player focused on boosting productivity and performance with conscientious and detail-oriented approaches.
Overview
1
1
year of professional experience
Work History
Branch Intern
Raymond James & Associates
12.2023 - Current
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Assisted in research of marketable securities
- Serviced clients through both retirement and general financial planning
- Assisted in the development of machine learning algorithms using Python programming
- Automated various research and prospecting practices using Selenium programming
Education
Bachelor of Science - Finance
Mississippi State University
Starkville, MS 05.2001 -
Associate of Arts - Finance
Holmes Community College
Ridgeland, MS 05.2001 -
Skills
- Fluent in Python, JS, and HTML programming languages
- Fast learner
- Problem solving
- Teamwork and collaboration
- Client service
Software
Timeline
Branch Intern
Raymond James & Associates
12.2023 - Current
Bachelor of Science - Finance
Mississippi State University
05.2001 -
Associate of Arts - Finance
Holmes Community College
05.2001 -
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