William Ross
West Babylon,NY
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase
Babylon, NY
08.2023 - Current
- Manage a diverse portfolio of clients, offering tailored financial solutions to meet individual and business needs
- Develop and maintained strong client relationships through regular follow ups and exceptional customer service
- Conduct thorough financial assessments to provide clients with sound financial advice and strategies
- Uncover client financial needs and collaborate with appropriate partners to deliver solutions
Associate Investment Advisor
Equitable Advisors
New York, NY
01.2023 - 08.2023
- Assist Senior Advisors when meeting with clients to discuss personal financial objectives, risk tolerance and asset allocation.
- Offering strategic advice on products and services, such as investment, insurance coverage, debt management, and tax mitigation.
Customer Service Specialist
All Around Auto Parts
Freeport, NY
03.2020 - 08.2021
- Educating both retail and business customers about the services and products we provide
- Gathered information and communicated with staff members during team meetings to ensure clients were satisfied with our service
- Provided high quality client service while engaging with customers and companies
Valet
Unique Parking
Lynbrook, NY
03.2017 - 08.2018
- Provided high quality customer service while dealing with a diverse client base
- Provided guests parking and the retrieval of their vehicles in a timely manner
Education
Bachelor of Science - Business Management
University of Tampa
Tampa, FL05-2022
High School Diploma -
Long Island Lutheran High School
Brookeville, NY06-2018
Skills
- Communication Skills
- Microsoft Excel
- Customer Service
- Leadership Skills
- Consulting
- Effective Time Management
- Financial Planning
- Tableau
Certification
- General Securities Representative (Series 7)
- Uniform Securities Agent State Law (Series 63)
- Securities Industry Essentials (SIE)
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuties
University of Tampa
NCAA Divison ll Lacrosse Player
- Balance 40+ hour weekly Lacrosse workload with full time class schedule
- Received playing time
- Learned the importance of teamwork and different leadership skills
Consulting Project
- Worked with the CEO of Children's Nest day care center in Tampa, FL
- Presented an in depth business report as well as an improvised business plan
- Included an Internal and External analysis, SWOT analysis, VRIN assessment, Value Chain analysis, Company performance analysis
Hobbies
Golf, Exercising, Lacrosse, Traveling, Spending quality time with friends and family
Timeline
Relationship Banker
JPMorgan Chase
08.2023 - Current
Associate Investment Advisor
Equitable Advisors
01.2023 - 08.2023
Customer Service Specialist
All Around Auto Parts
03.2020 - 08.2021
Valet
Unique Parking
03.2017 - 08.2018
Bachelor of Science - Business Management
University of Tampa
High School Diploma -
Long Island Lutheran High School