William Kelsey
Commack,USA
Summary
Financial and marketing professional with a proven track record at TIAA, excelling in relationship management and financial planning. Expert in developing tailored financial strategies that enhance client outcomes and drive asset growth. Proficient at collaboration and communication, consistently identifying opportunities to strengthen partnerships and achieve both personal and organizational goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Manager of Marketing and Development
New York Brain Spine and Joint
West Islip, New York
06.2025 - Current
- Served as primary liaison between healthcare organization and referring physicians to strengthen relationships.
- Promoted diverse specialties, including neurosurgery and chiropractic care, during regular physician office visits.
- Identified new referral opportunities by analyzing market trends and tracking referral data.
- Led internal marketing efforts, aligning messaging with operations and clinical teams.
- Resolved issues affecting physician satisfaction, maintaining strong partnerships.
- Utilized communication skills to ensure organization remained a preferred choice for referrals.
Sr. Financial Consultant
TIAA
New York, NY
01.2020 - 03.2025
- Provided clients with comprehensive financial planning and investment advice, tailoring strategies to meet individual goals and risk tolerance.
- Analyzed clients' financial situations, including income, expenses, assets, liabilities, and tax status, to develop personalized recommendations.
- Collaborated with cross-functional teams to create tailored messaging and creative assets that resonated with the target audience. This includes hosting webinar/seminar presentations to faculty and staff of institutional plan sponsors.
- Specialized in retirement solutions for healthcare institutions in New York area. Clients included NYU Langone Medical Center, Memorial Sloan Kettering Cancer Center, Mount Sinai Hospital, NY Blood Center, and Maimonides Medical Center.
Client Relationship Consultant
TIAA
New York, NY
11.2016 - 12.2019
- Assisted in managing individual relationships with high net worth clients across all products and services, focusing on building book of business, strengthening relationships, and growing and retaining assets.
- Identified sales and asset retention opportunities and referred to advisory team; accountable for coordinating sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
- Developed and led advisory team practice management routines to promote efficient and effective practices and support the Advisory team in the overall book management strategy.
VP Financial Consultant
Santander Investment Services
New York, NY
03.2016 - 10.2016
- Performed comprehensive financial planning and wealth management for Santander Select clients with over $250k in investable assets.
- Spearheaded a training program for personal and universal bankers across 6 branches on investment lead generation.
- Developed and executed quarterly sales plans to achieve branch revenue goals.
VP Financial Advisor
HSBC Securities
New York, NY
07.2011 - 02.2016
- Handled Financial planning and wealth management for HSBC Advance clients (accounts of less than $100k of investable assets) across 5 main areas: Protection, Education, Retirement, Managed Accounts, and Legacy planning.
- Started career with HSBC out of college. Among 30 individuals selected across the country for Graduate Development Program. 2 rotational programs covering various HSBC business areas, including branch roles, internal communications, and project manager in business transformation.
- Worked as a sales assistant to several wealth management advisors, leading to the opportunity to become an advisor after the GDP program.
Education
Bachelor of Business Administration (BBA) - Finance
Western New England University
Springfield, MASkills
- Relationship Management
- Financial Planning
- Customer Service
- Financial Sales
- Communication Skills
- Collaboration
- Presentation Skills
- Market Knowledge
- Retirement Planning
- Income Planning
- Business Planning
- Analytical Skills
- Advertising strategies
- Brand development
- Collateral creation
- Content strategy
- Partnership development
Certification
- Series 7
- Series 66
- Life and Health Insurance License
Timeline
Manager of Marketing and Development
New York Brain Spine and Joint
06.2025 - Current
Sr. Financial Consultant
TIAA
01.2020 - 03.2025
Client Relationship Consultant
TIAA
11.2016 - 12.2019
VP Financial Consultant
Santander Investment Services
03.2016 - 10.2016
VP Financial Advisor
HSBC Securities
07.2011 - 02.2016
Bachelor of Business Administration (BBA) - Finance
Western New England University