WILLIAM PAYNE

Primary responsibilities include: working with employees in higher education regarding their retirement plans, asset allocation, budgeting, and goals/needs to plan for retirement.

• Fulfill store orders, be compliant in safety, and adhere to all production goals.
• Demonstrated adaptability and flexibility in response to changing demands or priorities, effectively navigating challenges while maintaining a high level of productivity.

• Performed dual roles as banker and investment representative, assisted bank in obtaining revenue, service, and preparation for audits
• Series 7
• Series 66, Series 6, Series 63, & Life and Health License(s)

• Series 7, 66, & Life and Health license(s)

• Tasked with meeting 95 percent quota, received quarterly incentive payouts for exceeding expectations, maintained clean/safe work area.

• Designated baker, selected to train new hires, and expected to be fill-in as needed

• Managed grill area, trained new employees, and expected to be valuable member of preparations for new products/ inspections.