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)