Overview
Work History
Education
Skills
Certification
University of Tampa
Hobbies
Timeline
Generic

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, FL
05-2022

High School Diploma -

Long Island Lutheran High School
Brookeville, NY
06-2018

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

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William Ross