William Gatte
Westfield,Indiana
Summary
Seeking professional post-graduate position that will allow me to grow and assume additional responsibilities after proving myself. Unique skills include, ability to effectively analyze business problems & present viable solutions; analytical capability; effective communication skills; business acumen; leadership and teamwork.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor
WestPoint Financial Group (MassMutual)
08.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Executive Director's Assistant
KidsCoats, Inc.
05.2023 - 09.2023
- Transitioned their coat signups from global outreach forms to individual signups through Hamilton County School Districts.
- Attended board meetings, worked with local brewery to prepare, organize, and set up annual fundraiser. I helped raise over $30,000 for KidsCoats operational budget for the year, a 100% increase from the previous year.
- Was nominated by Work and Learn Indiana for Work-Based learner of the year.
- Used non-profit CRM specific targeting tool (Bloomerang) to manage donations, aid in acquiring, retaining, engaging, automating, and measuring donors, volunteers, and partners.
- Developed and implemented social media content on Instagram, Facebook and Twitter, made my own graphic designs utilizing Canva.
Server
Monterey Coastal Cuisine
05.2021 - 08.2022
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Lifeguard
Woodland Country Club
05.2018 - 09.2021
- Learned and maintained proficiency in first responder skills such as First Aid and CPR to offer individuals in distress optimal support.
- Ensured swimmer safety by vigilantly monitoring pool area and enforcing rules.
- Monitored safety of guests in and around swimming pool.
- Provided friendly customer service to guests and addressed concerns.
Education
Bachelor of Science - Business
Ball State University
Muncie, IN05-2024
High School Diploma -
Carmel High School
Carmel, IN05-2020
Skills
- Proficient in Microsoft Office Tools, Data Base Software & multiple CRM software solutions
- Written & Oral Communications
- Professional & Dependable
- Critical & Strategic Thinker
- Collaboration & Teamwork
- Tenacious Work Ethic
Certification
- Life, Health and Disability Licenses
- SIE (80% complete)
Timeline
Financial Advisor
WestPoint Financial Group (MassMutual)
08.2024 - Current
Executive Director's Assistant
KidsCoats, Inc.
05.2023 - 09.2023
Server
Monterey Coastal Cuisine
05.2021 - 08.2022
Lifeguard
Woodland Country Club
05.2018 - 09.2021
Bachelor of Science - Business
Ball State University
High School Diploma -
Carmel High School
Similar Profiles
Keith WorthyKeith Worthy
Policyholder Service Specialist at MassMutual Financial GroupPolicyholder Service Specialist at MassMutual Financial Group
Heather BruelHeather Bruel
Executive Assistant at MassMutual Financial GroupExecutive Assistant at MassMutual Financial Group
Gemma FranciscoGemma Francisco
Financial Services Representative at MassMutual Financial GroupFinancial Services Representative at MassMutual Financial Group
Alea PuckettAlea Puckett
Before and After School Care Assistant at Oak Trace ElementaryBefore and After School Care Assistant at Oak Trace Elementary
Karen A. OrtizKaren A. Ortiz
Director of Partner Development and Estimating at PFLDirector of Partner Development and Estimating at PFL