William Levesque
New York,NY
Summary
American and French citizen with over 6 years of experience in customer facing roles in international banking, finance, technology consulting, SaaS and retail sectors. I am now looking for an opportunity in customer support or customer success in an innovative company involve with the outdoors, sports or fitness.
Overview
8
8
years of professional experience
Work History
Investment Advisor
Banque Transatlantique
New York, New York
03.2022 - Current
- Advised high net worth individuals on complex wealth management issues between US and France.
- Grew assets under management through referrals and new business opportunities.
- Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
- Prepared quarterly performance reports for existing clients detailing the progress of their investments over time.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Developed financial plans and strategies tailored to clients' individual needs.
- Collaborated with tax professionals and attorneys to provide a holistic approach to client financial planning.
- Ensured compliance with relevant regulations such as KYC norms.
- Analyzed financial statements, economic indicators and other data to determine appropriate strategies for clients.
Senior Sales Associate, Retail
Fleet Feet (formerly JackRabbit)
New York, NY
11.2020 - 03.2022
- Elevated customer experience by actively listening to requirements, resolving concerns promptly, and fostering stronger connections with products.
- Performed Gait Analysis on customers.
- Provided input and ideas on visual merchandising and engaging events for the store (organized the weekly group runs).
- Assisted in managing inventory by placing new and fill-in orders.
- Handled the store's opening and closing procedures.
- Successfully onboarded new sales associates.
- Operated point-of-sale systems accurately to process payments from customers.
- Handled customer complaints in a professional manner.
New Business Manager
IWD
New York
09.2019 - 12.2019
- Handled the entire sales process - from prospecting new contacts, to coordinating client requirements with in-house technology team, to negotiating contract terms and closing deals.
- Identified growth opportunities in new industries in collaboration with US Director.
- Collaborated with the Product and Support teams to ensure a seamless client experience.
International Business Development Officer - Wealth Management Group
Bank of the West-BNP Paribas
San Francisco, CA
10.2017 - 08.2019
- Sourced, acquired, and onboarded new customers from international tech businesses, high net-worth individuals/families, and multinational businesses in the San Francisco Bay Area.
- Attended networking events and organizing workshops
- Capitalized on connections to engage with prospective clients and generate referrals.
- Prospected and initiated relationships with key service providers & centers of influence (Lawyers, CPA's, Real Estate agents, Chambers of Commerce Accelerators, Trade Commissions, Relocation Companies, etc.)
- Moderated panels and guest speak for diverse networking organizations (French American Chamber of Commerce, SFBA etc.)
- Participated in the development of new products and services for the international segment
- Served as the first line of defense for all potential risks (KYC, fraud, compliance, legal).
Business Development Manager
Amaris Consulting (Mantu)
San Francisco, CA
04.2017 - 10.2017
- Created and developed the activities of the Amaris' office in San Francisco Bay Area - consulting services in IT, Engineering, Business/Financial Management and Pharmaceutical sector
- Identified potential customers, prospection (cold calling, emailing, LinkedIn, events, and customer portfolio development
- Participated in the recruitment process of future employees (phone screening, 1st, and 2nd round interviews)
- Established the strategy of the new office (business, recruitment, human resources, administration, and communication).
Business Development Intern
Josy
Paris, France
09.2016 - 03.2017
- Prepared and created the new business plan, pitch deck, identifying potential clients, and the decision makers
- Engaged in cold calling activities targeting startups and SMEs to generate a strong pipeline of potential opportunities
- Conducted market research to identify selling possibilities and evaluated customer needs actively.
Education
Masters of Science, Corporate Finance and International Business -
ISTEC
Paris, France03.2017
Data Analytics program certified by La Sorbonne -
DataScientest.com
08.2021
Skills
- Complaint Management
- French language fluency
- Investment strategies
- Wealth Management
- Client acquisition
- Customer Relationship Management
- Excel
- LinkedIn Sales Navigator
Additional Information
Marathon (Dublin, Madrid, Berlin, Paris, San Francisco) and ultra-marathon runner (Marin Ultra Challenge 50k, Cayuga Trails 50k, Beaverhead 100k)
Personal Information
Title: American-French citizen with over 4 years of experience in business development and sales within the international banking, technology consulting, SaaS and retail sectors. I recently graduated from a Data Analytics program certified from La Sorbonne and I am currently looking for a Private Banker or Financial Advisor role in the international banking sector.
Languages
Fluent in English and French
Timeline
Investment Advisor
Banque Transatlantique
03.2022 - Current
Senior Sales Associate, Retail
Fleet Feet (formerly JackRabbit)
11.2020 - 03.2022
New Business Manager
IWD
09.2019 - 12.2019
International Business Development Officer - Wealth Management Group
Bank of the West-BNP Paribas
10.2017 - 08.2019
Business Development Manager
Amaris Consulting (Mantu)
04.2017 - 10.2017
Business Development Intern
Josy
09.2016 - 03.2017
Masters of Science, Corporate Finance and International Business -
ISTEC
Data Analytics program certified by La Sorbonne -
DataScientest.com
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