William R. Stade III
Manassas,VA
Summary
Associate at Capitol Securities with exceptional people skills and a proven track record in financial analysis. Successfully integrated $120 million into operations, showcasing adaptability and attention to detail. Known for effective communication and collaboration within a high-performing team managing over $1 billion in assets.
Overview
1
1
year of professional experience
Work History
Associate
Capitol Securities
Reston, VA
12.2023 - Current
- Proficient in Raymond James Workstation & Money Guide Pro: Demonstrated expert-level proficiency in utilizing the Raymond James workstation and Money Guide Pro to streamline client financial planning and analysis, ensuring accurate and timely execution of investment strategies.
- Team Experience with $1B+ Under Management: Collaborated in a high-performing team managing over $1 billion in assets, contributing to the development and implementation of strategic investment decisions to meet client objectives.
- Cost & Asset Allocation Analysis: Conducted comprehensive cost and asset allocation analysis to optimize client portfolios, leveraging data-driven insights to enhance investment returns while aligning with risk tolerance and financial goals.
- Investment Research & Model Customization: Assisted in creating and managing four tailored investment models for diverse client needs, utilizing advanced tools like Morningstar and Personal Fund for research and investment selection, ensuring each model supported long-term client objectives.
- Successful Integration of $120M in Two Months: Played a pivotal role in seamlessly integrating $120 million in assets into the existing business portfolio within a two-month timeframe following the retirement of a senior adviser, maintaining client satisfaction and retention throughout the transition.
- Day-to-Day Operations Assistance: Provided critical support in day-to-day operations, ensuring smooth business continuity, coordinating with various departments, and ensuring the seamless execution of financial transactions and client requests.
Education
Bachelor of Science - Business Administration
East Carolina University
Greenville, NC12.2023
Skills
- Excellent people skills
- Relationship management
- Adaptability
- Composure under pressure
- Analytical abilities
- Financial analysis
- Data interpretation
- Effective communication
- Presentation skills
- Proficient in Microsoft Excel
- Proficient in Power Point
- Collaboration
- Cross-functional teamwork
- Attention to detail
- Error identification
- Quality assurance
References
Available upon request.
Timeline
Associate
Capitol Securities
12.2023 - Current
Bachelor of Science - Business Administration
East Carolina University
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