Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

William Collingbourne

Crystal Lake,IL

Summary

Personable and dedicated with strong aptitude for financial analysis and client relations. Well-versed in investment strategies, combined with proficiency in data analysis and financial planning software. Committed to delivering tailored financial solutions that enhance clients' financial well-being.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Financial Advisor

Edward Jones
01.2020 - Current
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Financial Associate

Thrivent Financial For Lutherans
12.2012 - 01.2020
  • Developed relationships in the Christian market to effectively prospect for clients.
  • Presented individual recommendations to meet the goals of my prospects and clients.
  • Presented workshops on retirement and legacy planning in churches.

Pro Shop Attendant

Redtail Golf Club
03.2010 - 10.2012
  • Checked in golfers for their tee times.
  • Sold green fees, golf balls and golf clubs.

Union Ticket Seller

SMG
09.2011 - 05.2012
  • Sold tickets to sports events.
  • Passed out Will Call tickets at sports events.

Union Ticket Seller

Chicago Fire
04.2011 - 09.2011
  • Sold tickets to Chicago Fire games.
  • Passed out Will Call ticket at Chicago Fire Games.

Customer Service Representative

Chicago Bears
02.1998 - 03.2011
  • Responsible for invoicing and printing of season tickets.
  • Hired, trained and supervised day-of-game staff, including scheduling and delegation of work assignments.
  • Coordinated with Ticketmaster on the single game ticket sales.

Education

Master of Science - Sport Management

Western Illinois University

Bachelor of Arts - Communication Arts

Judson College

Associate of Arts - General Studies

Elgin Community College

Skills

  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Sales expertise

Certification

  • CERTIFIED FINANACIAL PLANNER® (CFP®) - Certified Financial Planner Board of Standards, Inc.
  • Chartered Financial Consultant (ChFC®) - The American College of Financial Services.
  • Retirement Income Certified Professional (RICP®) - The American College of Financial Services.

Timeline

Financial Advisor

Edward Jones
01.2020 - Current

Financial Associate

Thrivent Financial For Lutherans
12.2012 - 01.2020

Union Ticket Seller

SMG
09.2011 - 05.2012

Union Ticket Seller

Chicago Fire
04.2011 - 09.2011

Pro Shop Attendant

Redtail Golf Club
03.2010 - 10.2012

Customer Service Representative

Chicago Bears
02.1998 - 03.2011

Bachelor of Arts - Communication Arts

Judson College

Associate of Arts - General Studies

Elgin Community College
  • CERTIFIED FINANACIAL PLANNER® (CFP®) - Certified Financial Planner Board of Standards, Inc.
  • Chartered Financial Consultant (ChFC®) - The American College of Financial Services.
  • Retirement Income Certified Professional (RICP®) - The American College of Financial Services.

Master of Science - Sport Management

Western Illinois University
William Collingbourne