Daytona Williams

# account manager

Location United StatesDesired Salary UnspecifiedWork preference Full TimeLinks Status   Actively looking Field / Industry Finance & Accounting

* SharePreferences:Relocation: NoNotice Period: ImmediateSkill Assessments:This user has not passed any tests yet

Languages:  English -

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[Overview](#overview)

## About Me

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

### [Client Relationship Management](https://jobicy.com/talent/client-relationship-management.md)[Detail Oriented](https://jobicy.com/talent/detail-oriented.md)[CRM Management](https://jobicy.com/talent/crm-management.md)[Financial Planning Analysis](https://jobicy.com/talent/financial-planning-analysis.md)

## Education

Southern Methodist University  2011 - 2013  -

Point Loma Nazarene University  2013 - 2015  Bachelor's in Business Marketing

## Experience

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.