William Steven Kaye
Staten Island
Summary
Results-driven and entrepreneurial professional with hands-on experience across finance, debt resolution, sales operations, e-commerce, and small business ownership. Proven ability to manage client relationships, analyze financial situations, and execute growth-oriented strategies in fast-paced, performance-based environments. Recent experience in consumer debt relief and financial sales operations, utilizing CRM and call-center technology (Salesforce, RingCentral) to manage pipelines, advise clients, and close deals. Strong foundation for roles in finance, financial services, business advisory, or commercial operations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Debt Consultant
Citizens Debt Relief
03.2025 - 01.2026
- Consulted consumers on unsecured debt solutions, assessing financial profiles to determine eligibility for debt relief programs.
- Managed high-volume inbound and outbound call pipelines using Salesforce for lead tracking, documentation, and follow-up.
- Utilized RingCentral for call handling, performance metrics, and client communications.
- Educated clients on program structure, timelines, and financial impact, building trust and improving close rates.
- Maintained compliance with internal policies and consumer finance regulations.
- Worked in a performance-driven sales environment with daily call, conversion, and revenue targets.
Retail Trader & Investor
Financial Markets
01.2020 - Current
- Analyzed equities, options, and broader financial markets to identify short- and long-term trading opportunities.
- Applied technical analysis, charting, and market trend evaluation to guide investment decisions.
- Managed personal capital with disciplined risk management in volatile market conditions.
Owner
ATM Business
01.2018 - 01.2022
- Owned and operated a network of ATMs, overseeing cash logistics, maintenance, and vendor relationships.
- Negotiated placement agreements with high-traffic locations.
- Increased monthly transaction volume by 15% through strategic site selection and operational improvements.
- Tracked performance metrics and implemented profitability-focused strategies.
E-commerce Seller
Amazon FBA
01.2018 - 01.2020
- Scaled branded products through market research, inventory control, and logistics optimization.
Owner
Handyman Business
01.2016 - 01.2018
- Managed residential and commercial projects, client relations, scheduling, and invoicing.
Owner
Painting Company
01.2016 - 01.2018
- Supervised crews, negotiated contracts, and achieved ~20% YoY revenue growth.
Education
B.S. - Finance
Southern New Hampshire University (SNHU)
Diploma - undefined
Tottenville High School
Staten Island, NY01.2016
Skills
- Financial Analysis & Investment Strategies
- Consumer Debt Relief & Financial Sales
- Client Relationship Management (CRM)
- Salesforce (Lead Management, Pipelines, Reporting)
- RingCentral & Call-Center Operations
- Strategic Planning & Execution
- Business Operations & Management
- Negotiation & Objection Handling
- E-commerce & Logistics
- Team Collaboration & Performance Metrics
- Entrepreneurial Mindset
Certification
- Life & Health Insurance License
- FINRA SIE
- Forklift Operator Certifications (Classes 1, 3, 5)
- CDL Class A & B (In Progress)
- OSHA 30-Hour (Expired, 2020)
Timeline
Debt Consultant
Citizens Debt Relief
03.2025 - 01.2026
Retail Trader & Investor
Financial Markets
01.2020 - Current
Owner
ATM Business
01.2018 - 01.2022
E-commerce Seller
Amazon FBA
01.2018 - 01.2020
Owner
Handyman Business
01.2016 - 01.2018
Owner
Painting Company
01.2016 - 01.2018
Diploma - undefined
Tottenville High School
B.S. - Finance
Southern New Hampshire University (SNHU)