Manager Assistant

Location:

Posted:

August 28, 2013

Peter C. Williams

Education

Texas Tech University Lubbock, TX

Bachelor of Science, Personal Financial Planning August 2012

Red to Black® Spirit Award, 2012

South Plains College Levelland, TX

Associate of Science, Business Administration May 2009

Associate of Arts, General Arts May 2008

Dean’s List, 2009

Employment

Markit Dallas, TX April 2013– May 2013

Client Services/Operations Analyst (Contract)

Coordinated account onboarding processes to clients

Assisted in daily operations of Markit Counterparty Manager (MCPM)

Participated in U.S. and Foreign organization compliances & regulation

Texas A&M Agrilife Extension Fort Worth, TX June 2012– August 2012

Student Intern (Non-Paid)

Presented Extension Service education programs

Developed additional financial education presentations

Researched & Created consumer education practice materials

Earl Survey Research Laboratory, TTU Lubbock, TX September 2009 - July 2011

Student Assistant

Surveyed respondents across the U.S. & Texas counties

Conducted a variety of surveys ranging from political, finance, and health

Utilized software efficiently and appropriately

Counseling & Student Activities Office, SPC Levelland, TX March 2006-May 2009

Student Assistant

Handled daily office operating procedures

Coordinated & oversaw campus-wide activities

Assisted and directed students, faculty, and administrators

Worked individually & on teams completing office projects

Skills

Extensive experience using Microsoft Office Word•Excel•PowerPoint•Publisher

Financial Planning Software, e. g., Salesforce • Junxure• Money Guide Pro• Principia•

Morningstar• NaviPlan• Overlap•NetDocument• Money Tree

VITA TaxWise Certified Intermediate Tax Preparer

Activities

OCFF Housing Ministry Volunteer, Present

Financial Planning Association®, 2012-Present

Red to Black® Client-Based & Outreach Counselor, TTU, 2011-2012