William Bresnahan
Trophy Club
Summary
Bachelor of Arts degree in Business (University of Dallas graduation May 2020) with excellent organization skills, time management skills, with applicable learned skills from college classes with an area of focus on management, accounting and marketing. Seeking to apply learned skills within Fidelity to a new department within the financial services industry. With the opportunity to utilize both my client service and business skills. I am looking for an opportunity to learn and grow professionally within an organization.
Overview
9
9
years of professional experience
Work History
Customer Relationship Advocate and High Net Worth Service Associate
Fidelity Investments
03.2021 - Current
- Providing clients support and knowledge with their financial portfolios while providing an excellent experience over the phone to build a trusting relationship between clients and Fidelity.
- Real time problem solving with clients on a day to day basis handling all portfolio requests and questions.
- Specialized in managed account transactions working together with Financial Consultants and Relationship Managers.
- Participated in Launch programs such as Business Insights and DevEX, in depth reviews of Fidelity operations and call model listening for call routing. Also gained information on business units throughout Fidelity.
Client Relations and Delivery Person
Prepped Fresh Foods
05.2018 - 01.2020
- One-on-one interaction with customers during deliveries with a focus on customer satisfaction
- Includes a 400-hour business internship opportunity which is a requirement for UD's College of Business curriculum.
- Maintain complete and appropriate records regarding the deliveries made and invoices generated.
- Regularly and responsibly handle customer feedback and work with the customers to resolve any complaints with complete customer satisfaction.
Convenience Store & Gas Station Assistant Manager
Murphy USA
01.2015 - 08.2017
- Assisted in the day-to-day operations of a large volume gas station & convenience store.
- Handled sales transactions, prepared sales reports daily & bank deposits.
- Responsible for receiving and checking the accuracy and inspection all deliveries.
- Controlled inventory and ordered item for restocking when needed.
Tutor
Shelton School
06.2015 - 08.2017
- Co-led a weekly class for learning different students including students who required a high level of supervision.
- Assisted in planning, preparing, and executing lesson plans for each class to encourage participation.
- Worked with students to further improve their fine motor, problem-solving, and behavioral skills in accordance with their needs through activities to promote their specific talents.
- Incorporated new ideas to create a healthier and more positive environment for the students.
Education
Bachelor of Arts - Business
University of Dallas
Irving, TX05.2020
Skills
- Customer Relationship Management
- Problem Resolution
- Teamwork and Collaboration
- Relationship Building
- Work Prioritization
Highlights Certifications
- Series 7/63 & SIE
- Excellent organizational skills
- Result oriented
- Effective problem solver
- Adaptive team player
- Collaborative
University Involvement Volunteer Interests
- UD Varsity Baseball Team, Player August 2016 - 2020
- Dallas Food Bank, UD Baseball Team Volunteer Current philanthropic effort
- Town of Trophy Club Little League, Volunteer Summers 2016, 2017, 2018, 2019
- University of Dallas Honor Roll
Timeline
Customer Relationship Advocate and High Net Worth Service Associate
Fidelity Investments
03.2021 - Current
Client Relations and Delivery Person
Prepped Fresh Foods
05.2018 - 01.2020
Tutor
Shelton School
06.2015 - 08.2017
Convenience Store & Gas Station Assistant Manager
Murphy USA
01.2015 - 08.2017
Bachelor of Arts - Business
University of Dallas
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