Post Job Free

Resume

Sign in

certified financial planner

Location:
East Norwich, NY
Posted:
September 15, 2014

Contact this candidate

Resume:

William Michael Smith, CFP

* ******** *****, **** *******, NY 11732

Cell 516-***-****

E-mail acfyn1@r.postjobfree.com

Experience

Wilmi Sales Corporation - President

Till 2005

Responsibilities Included

Increased sales from $500,000 to over 7,000,000 in over 5 years

. Maintained customer retention rates to around 96%.

. All Financial Statements and external audits.

. Hiring and firing of staff.

. To maintain a bottom line profit in an expanding

environment.

Self-Employed

Feb 2005 to 2010

Responsibilities Included

. Buying and selling of large left over inventories from

music related stores.

. Selling audio/video media through Amazon.com.

New York Life Insurance - Agent

July 2010 to June 2014

Responsibilities Included

. Meet with potentially new clients to discuss financial

needs.

. Gather data from the client.

. Analyze the client's needs.

. Present the solutions to the client.

. Implement the solutions with client's permission.

. Meet with them on a regular basis to review any

changes.

Binder Insurance - Certified Financial Planner

July 2013 to Present

Responsibilities Included

. Duties were to meet with their clients.

. To review the clients financial needs.

. Suggestions to the client as to how to accomplish the

client's goals

Education

St John's University

Bachelor of Science - Accounting

Specializing in Cost Accounting

C.W. Post

Certified Financial Planning Certificate Program,

Objective: Using my personal strengths of Salesmanship, Accounting,

Human Resources,

Problem Solving, Multi-tasking, analytical and

communication skills along with

client centered customer service skills.

Volunteer Experience

4/1994 - Present - Oyster Bay Kiwanis, Vice President (1996)

10/1994 - Present - Mill Neck Manor School for the Deaf,

Volunteer

5/2010-Present - Rotary Club of Oyster Bay (Committee Chair)



Contact this candidate