William E. Stark19820 N. 13th Ave. Unit 236 602-810-1090Phoenix, AZ 85027 starkbill@gmail.com

 

PROFILE SUMMARY Licensed for Series 7, Series 63 and Series 66, Life and Health Insurance, and passed the first two

modules for the Certified Financial Planning Designation Property and Casualty Insurance License Excel at interfacing with others at all levels to ensure organizational goals are attained Proactive approach has resulted in capturing up to 60 accounts monthly Perform extensive industry analyst, company analysis, and recommendations.

TECHNICAL SKILLS AND ABILITIES Proficient with Microsoft Office Applications and competent in computer and network diagnostics Familiar with web site development applications Public Notary

EXPERIENCEState Farm Insurance Agency 12/15-PresentAgent Team Member

Sell all lines of insurance and financial products. Consistently hit weekly and monthly sales goals. Cold call prospective customers to try and turn them into clients.

Safe Management 01/15-PresentSecurity Guard

Super Bowl Security Arizona Guard Card Trained in using wanding device and checking bags

USAA 01/15-06/15Insurance Salesman

Received inbound calls from new members as well as built new relationships with new members Sold different lines of banking and property and casualty insurance products including Auto

Insurance, Renters Insurance, Valuable Personal Property Insurance, checking and savings accounts

Chase, Phoenix, Arizona 12/13-10/14Relationship Banker

Establish customer accounts, assist customers with account related issues, and talk to clients about investment opportunities at Chase

Assist with new mortgages and refinancing of current mortgages, including originate home equity lines of credit and vehicle loans

Branch manager on duty

Merrill Lynch, Chandler, Arizona 04/11-12/13Financial Adviser

Probed for consolidation of client’s accounts Assisted clients with reaching financial goals by establishing holistic financial plans and giving

retirement advice Proactively reached out to clients by phone and assisted with additional projects as needed

Charles Schwab, Phoenix, Arizona 11/08 to 4/11Registered Representative

Promoted to Proactive Outreach Team after 14 months Probed for consolidation of outside accounts Assisted clients with reaching financial goals and client’s portfolio construction Assisted with operational issues as in creating a workflow chart for Quality Assurance Subject matter expert for Active Trader, Quality Assurance, fixed income Trained in technical Analysis for trading equities

Sun Country Credit Union, Phoenix, Arizona 02/08 to 11/08Teller

Set up individual retirement accounts Opened and managed accounts and identified and sold financial opportunities Handled cash

 Phoenix College, Phoenix, Arizona 02/05 to 12/07Computer Lab Supervisor

Supervised evening computer lab Helped students with assignments using Microsoft Office, complete assignments in Math and

Economics and with homework in a variety of business classes

EDUCATIONSouthern New Hampshire University 2014 to PresentWorking on Masters of Business AdministrationCurrent G.P.A. is a 4.0

Arizona State University, Tempe, Arizona 2006-2008B.S. Global Business with Finance Concentration