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William S

Financial Advisor - 20 Years of Experience - Near 28054

Occupation:

Financial Advisor

Location:

Gastonia, NC

Education Level:

Bachelor

Will Relocate:

YES

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Sales Professional with 15+ years of experience in commercial and corporate banking environments, including business development and credit underwriting. Excellent customer service skills along with a proactive approach to attaining new clients. Effective manager who possesses skills necessary to direct, train and motivate a team to its fullest potential. Strong interpersonal, analytical and organizational skills combine to bring about solutions to problems and challenges ranging from the simple to complex. Excel in a highly competitive environment where autonomy is available in order to provide creative and collaborative approaches to meeting client needs.

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COMPANY POSITION HELD DATES WORKED

(Confidential) Investment Advisor 11/2014 - Present
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