William O'Neil
Frisco,TX
Summary
Dedicated and adaptable professional with a strong foundation in leadership and critical thinking, committed to achieving results in fast-paced environments. Known for a proactive approach and willingness to tackle challenges head-on, ensuring tasks are completed efficiently and effectively. Eager to leverage analytical skills and collaborative mindset to contribute to innovative solutions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
Dallas, TX
05.2024 - Current
- Identified new business opportunities through networking events or referrals from existing clients.
- Developed financial plans and strategies tailored to clients' individual needs.
- Collaborated closely with internal departments such as operations and compliance teams during audits and reviews.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
Food Service Professional
Roman Cucina
Dalllas, Texas
02.2021 - 06.2023
- Provided excellent customer service by responding promptly to inquiries and requests from customers.
- Inspected all ingredients prior to use for freshness and quality assurance.
- Analyzed customer feedback data regularly to identify opportunities for improvement.
- Handled customer complaints professionally while maintaining a positive attitude.
- Delivered high-quality dishes according to restaurant standards within specified time frames.
Trader
Self-employeed
Frisco, Texas
03.2018 - 03.2023
- Self-Taught Trading Enthusiast: Gained extensive knowledge in trading through independent study and practice.
- Passionate Market Analyst: Demonstrated deep understanding of market trends and trading strategies.
- Innovative Trading Service Developer: Created a platform to support and guide individuals on their trading journeys.
- Focused on Practical Solutions: Developed tools and resources based on real-world trading experiences.
- Committed to Empowering Traders: Aimed to enhance users' trading skills and confidence through personalized support and education.
Operations Manager
Credit Union of Texas
Allen, Texas
01.2019 - 08.2019
- Created detailed reports on the performance of individual departments within operations.
- Developed and implemented operational procedures to ensure quality standards are met.
- Coordinated cross-functional teams to ensure timely delivery of products and services.
Front End Store Manager
Kroger
Allen, Texas
01.2017 - 07.2019
- Managed customer service operations, such as responding to inquiries and resolving complaints.
- Provided guidance and direction on merchandising decisions in order to optimize sales opportunities.
- Resolved customer complaints in a professional manner.
- Handled cash register operations including deposits, withdrawals, refunds, exchanges.
- Inspected displays regularly to ensure they meet company standards for quality and appearance.
- Assisted customers with selecting items that best suit their needs while meeting budget requirements.
Education
Bachelor of Science - Finance And Business
University of North Texas At Dallas
Dallas, TX12-2025
Associate of Applied Science - International Finance
Collin College
Frisco, TX07-2023
Skills
- Service connections
- Selling techniques
- Relationship Building
- Financial Planning
- Wealth Management
- Insurance knowledge
- Sales expertise
- Investment advice
Accomplishments
- Eagle Scout: Attained the prestigious Eagle Scout rank, exemplifying exceptional leadership and commitment to community service through the successful planning and execution of a significant service project, positively impacting the local community.
- Presidential Service Award: Honored for outstanding dedication to volunteerism, reflecting a strong commitment to serving others and making a meaningful difference in the community through consistent and impactful contributions.
Affiliations
- Community Volunteer: Actively volunteer at local food pantries, assisting with food distribution and supporting families in need, showcasing a commitment to community service and social responsibility.
Pickleball Enthusiast: Passionate about pickleball, participating in local leagues and tournaments, which fosters teamwork, strategic thinking, and physical fitness while enjoying a fun and social activity.
Outdoor Adventure: Engage in various outdoor activities, including hiking and camping, promoting a healthy lifestyle and appreciation for nature while building resilience and problem-solving skills.
Certification
- General Lines – Life, Accident, and Health (LA&H)
Texas Department of Insurance (TDI)
Issued: January 2024
Expires: January 2026
Credential ID: 3118274 - Financial Services Certification
Collin College
Issued: 04/2023
References
References available upon request.
Timeline
Financial Representative
Northwestern Mutual
05.2024 - Current
Food Service Professional
Roman Cucina
02.2021 - 06.2023
Operations Manager
Credit Union of Texas
01.2019 - 08.2019
Trader
Self-employeed
03.2018 - 03.2023
Front End Store Manager
Kroger
01.2017 - 07.2019
Bachelor of Science - Finance And Business
University of North Texas At Dallas
Associate of Applied Science - International Finance
Collin College
- General Lines – Life, Accident, and Health (LA&H)
Texas Department of Insurance (TDI)
Issued: January 2024
Expires: January 2026
Credential ID: 3118274 - Financial Services Certification
Collin College
Issued: 04/2023
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