Summary
Overview
Work History
Education
Skills
Timeline
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William Sinars

Chicago,IL

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Experienced in assisting clients to achieve financial comfort.

Overview

4
4
years of professional experience

Work History

Private Wealth Management Intern

Legend Private Wealth
08.2023 - Current
  • Developed strong relationships with clients through effective communication and regular updates on portfolio performance.
  • Researched industry trends to provide valuable insights during client meetings and strategy discussions.
  • Updated clients on changes in tax laws and other regulations affecting investments.
  • Advised clients on investments, retirement, and estate planning.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Supported senior wealth managers in implementing investment recommendations based on clients' specific goals and risk tolerance levels.

Accounting Intern

Sinars Law
06.2023 - 08.2023
  • Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and Sage, enhancing overall efficiency in daily tasks.
  • Advised Partners on certain budgeting strategies that could allow the Firm to save money.
  • Enhanced my skills on how to account for work expenses such as travel and other work expenses.
  • Collaborated with the accounting manager to comply with governing bodies and limit regulatory risks.
  • Collected and reported monthly expense variances and explanations.

Senior Staff

Miami University
06.2022 - 08.2022
  • Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
  • Participated in team-building activities to foster teamwork and collaboration.
  • Managed my team of 200 high school students ensuring safety, fun, and learning the sport of hockey.
  • Learned how to deal with high-stress situations and how to problem-solve.
  • Mitigated risk of 500 high school students living in dorms for months.

Car Porter

Odgen Lincoln
05.2021 - 08.2021
  • Collaborated with sales staff to ensure timely preparation of sold vehicles, ultimately boosting customer satisfaction rates.
  • Enhanced customer satisfaction by efficiently transporting vehicles to designated areas.
  • Inspected interior and exterior of vehicles for cleanliness and accurately identified imperfections outside vehicle standards.
  • Serviced vehicles in storage to protect tires, battery and finish against deterioration.

Law Clerk Intern

Sinars Law
06.2020 - 08.2020
  • Reviewed contracts and agreements for accuracy and compliance with applicable laws and regulations.
  • Assisted attorneys in drafting pleadings, motions, and discovery documents, contributing to successful case outcomes.
  • Assisted in developing processes to expedite legal procedures.
  • Conducted thorough case law reviews, enabling comprehensive understanding of legal precedents.

Education

Bachelor of Arts - Finance

Texas Christian University
Fort Worth, TX
05.2025

Bachelor of Arts - Finance

University of South Carolina - Columbia
Columbia, SC
05.2023

High School Diploma -

Benet Academy
Lisle, IL
05.2021

Skills

  • Client Interviews
  • Critical thinking
  • Microsoft Powerpoint
  • Microsoft Word
  • Microsoft Excel
  • Portfolio Analysis
  • Teamwork
  • Project Management
  • Leadership

Timeline

Private Wealth Management Intern

Legend Private Wealth
08.2023 - Current

Accounting Intern

Sinars Law
06.2023 - 08.2023

Senior Staff

Miami University
06.2022 - 08.2022

Car Porter

Odgen Lincoln
05.2021 - 08.2021

Law Clerk Intern

Sinars Law
06.2020 - 08.2020

Bachelor of Arts - Finance

Texas Christian University

Bachelor of Arts - Finance

University of South Carolina - Columbia

High School Diploma -

Benet Academy

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William Sinars