Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Continueing education
Timeline
Generic

William Cole Somers

Benton,AR

Summary

BRS Consulting, Little Rock, Arkansas, 2022-Current: Transitioning to BRS Consulting, I expanded my horizons to encompass broader aspects of business consulting while maintaining a focus on investment services. Here, I led initiatives to communicate and guide clients in making informed business decisions, collaborating with professionals across disciplines to devise effective solutions. My role in the administrative side of business consulting allowed me to leverage my financial expertise to optimize client communications and drive strategic decision-making. This multi-dimensional experience enhanced my ability to navigate complex financial landscapes with confidence and finesse.
BRS Financial, Little Rock, Arkansas, 2022-Current: Within BRS Financial, I assumed a leadership role in crafting complex financial plans tailored to individual client needs. In addition to my responsibilities in compliance work for the Registered Investment Advisor (RIA) and administrative support for advisors, I spearheaded the development of investment models and portfolio allocation strategies. By overseeing advisors within the RIA, I ensured seamless operations and adherence to regulatory standards while optimizing client communications and driving strategic decision-making. My specialization in sophisticated financial software and risk mitigation strategies further underscored my proficiency in managing complex investment portfolios with precision and foresight.
BRS Family Office Services, Little Rock, Arkansas, 2022-Current: Joining BRS Family Office Services allowed me to broaden my expertise to encompass comprehensive life stewardship analysis and holistic financial planning. Here, I led initiatives to provide strategic guidance on business insurance, succession planning, and family foundation advising, offering invaluable insights into clients' financial landscapes and guiding strategic decision-making. My commitment to delivering personalized solutions and my proficiency in navigating multifaceted financial landscapes have solidified my reputation as a trusted advisor capable of delivering unparalleled value in the dynamic world of investments. Rewrite all of these not using any personal pronouns Paralegal motivated to continually improve and extend personal skills and knowledge to attain increased responsibility and opportunities for professional growth.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Executive Consultant

BRS Consulting
11.2022 - Current
  • Communicate and lead clients in making the best possible business risk mitigation decisions
  • Worked individuals through risk strategies for the four deadly D's (Death, Disability, Disease, Debt)
  • Work with CPAs, Lawyers, CEOs, and CFOs to come up with solutions
  • Work in the Administrative side of business consulting
  • Work with over 50 clients within the last year on strategies
  • More than doubled our insurance business in the last year.

Investment Advisor Representative

BRS Financial
11.2022 - Current
  • Build complex financial plans for individuals
  • Compliance work for RIA
  • Additional administrative Support for 4 advisors
  • Head over hot springs location that grew by more than ten million last year.
  • Played a pivotal role in doubling assets under management at BRS last year
  • Code and develop investment models
  • Lead and advise other investment professionals in investment decisions and portfolio allocations
  • Oversee advisors in RIA for billing, DOL, and all other client communications
  • Over 350 Emoney software financial plans were done in the last year
  • Head-up preparation for SEC examination
  • Over 220 Nitrogen Riskalyze analyses were done in the last year
  • Head of risk mitigation and analysis for all advisors
  • Strategic debt planning for individuals and businesses

Wealth Manager

BRS Family Office Services
03.2023 - Current
  • Complex comprehensive life stewardship analysis for over 20 individuals in the last year
  • Business insurance for both P&C and Life
  • Succession planning
  • Family Foundation and DAF advising for over 10 clients in the last year
  • 5 company proformas in the last year
  • Strategic business debt planning has more than tripled in the last year

Paralegal

David Sims Law Office
11.2021 - Current
  • Paralegal for business succession planning
  • Paralegal for estate planning
  • Paralegal for complex resolutions
  • Paralegal for mergers and acquisitions
  • Head of integrations for client databases and information systems
  • Played a pivotal role in growing the law firm by more than 30%
  • Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
  • Edited and proofread legal documents to verify accuracy.
  • Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
  • Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.

Intern

Financial Services
01.2020 - 01.2021
  • Placed in direct connection with clients
  • Worked with a financial advisor at the branch office
  • Helped address the needs of clients
  • Knowledgeable and called on because of expertise in the area
  • Helped research and identify attractive industries and companies based on specific investment criteria
  • Developed investment theses and an understanding of business models for selected industries
  • Looked at financial analysis and modeling, participated in phone calls with investment bankers and business owners, called on for consulting and entrepreneur advice.

Owner, and CFO

Somers Lawn Care
01.2015 - 01.2020
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Implemented marketing strategies to increase brand awareness and attract new customers.
  • Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
  • Streamlined operations to improve efficiency, enabling more time to be spent on strategic planning and decisionmaking.
  • Mentored staff members on best practices in customer service and sales techniques, leading to increased performance levels.
  • Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
  • Sold for 3x Ebita in 2020

Education

Bachelor of Finance - Finance Economics Pre-Law

University of Arkansas At Little Rock
Little Rock, AR
05.2025

High School Diploma -

Baptist Preparatory High School
Little Rock, AR
05.2021

Skills

  • Problem-solving skills
  • Creative Thinking
  • Verbal and written communication
  • Customer Service-Oriented
  • Equity Valuation
  • Analytical Thinking
  • Securities Analysis
  • Investment performance analysis
  • Strategic Planning
  • Insurance Planning
  • Retirement planning
  • Portfolio Management

Accomplishments

  • Former member of the UA Little Rock Baseball Team
  • Balanced lifestyle through work, school, and baseball
  • Stock market and business finance organization
  • Treasurer of the Finance Department
  • Presidents List for 2023

Certification

Series 65 Securities License

Life insurance License

Certified Crypto Currency Expert


Continueing education

  • Duke University- Decentralized Finance (DeFi) Infrastructure
  • Illinois University- Finance of Mergers and Acquisitions: Valuation and Pricing
  • Illinois University- Financial Planning for Young Adults
  • Rice University- Global Financial Markets and Instruments
  • Wharton University of Pennsylvania Online- Application of AI, InsurTech, and Real Estate Technology
  • Wharton University of Pennsylvania Online- Fundamentals of Quantitative Modeling
  • Yale University- Financial Markets


Timeline

Wealth Manager

BRS Family Office Services
03.2023 - Current

Executive Consultant

BRS Consulting
11.2022 - Current

Investment Advisor Representative

BRS Financial
11.2022 - Current

Paralegal

David Sims Law Office
11.2021 - Current

Intern

Financial Services
01.2020 - 01.2021

Owner, and CFO

Somers Lawn Care
01.2015 - 01.2020

Bachelor of Finance - Finance Economics Pre-Law

University of Arkansas At Little Rock

High School Diploma -

Baptist Preparatory High School

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William Cole Somers