Daytona Williams

account manager

Actively looking · Member since 21 Dec 2023

Message

Location: United States

Desired salary: Unspecified

Work preference: Full Time

Experience level: Not set

About

Professional summary

Detail oriented, strong knowledge of various investment vehicles, prioritize client relationships, building and maintaining new business, strong orginazation skills, extensive CRM experience and knowledge

Skills

4 capabilities

Experience

Career history

High Networth Consultant Vanguard

2021 – 2021

Skills: Financial Analysis · Account Management · Client Liaison · Asset Management · Sales · Communication

Practice Coordinator North Star Resource Group

2019 – 2021

■ Played an essential role in retrieving data from clients, vendors and carriers to achieve issuance of life insurance
policies.
■ Educated clients on the life insurance process while providing exceptional customer service.

Started at the Company in San Diego, CA and transferred to the Scottsdale, AZ office.

Enitty Manager Foresters Financial Services

2016 – 2019

Cetera acquired Foresters Financial in 2019.

Collaborated with external Human Resource departments and the partnering entity to coordinate seminars on Foresters offerings.
■ Educated clients individually as well as through educational workshops establishing Financial Wellness Partnerships
throughout Southern California
■ Developed a tracking system using excel workbooks built in macros to measure statistics such as the number of
seminar attendees, number of attendees contacted, conversions and managed daily data entry for trending analysis.
■ Analyze trending data and provide feedback to sales team to improve seminar execution and share sales leads to
increase revenue.