Management Project

Eric Howard Williams

**** ****** ******, *********, ** 92831 626-***-**** ****.******.********@***.***

OBJECTIVE: Obtain a financial analyst position.

EDUCATION

W. P. Carey School of Business at Arizona State University, Tempe, AZ 2013

Masters of Business Administration, Full-time, Financial Management and Markets Specialization

GMAT: 740, GPA: 3.5

University of California, Irvine: B.A. Political Science

2009

Bachelor of Arts, Political Science

SUMMARY OF SKILLS

- Financial Analysis & Assessment - Advanced MS Excel Knowledge - Customer Relations Management

- Verbal and Written Communication - Critical & Innovative Thinking - Project Management

PROFESSIONAL EXPERIENCE

Financial Assistant 2007 – Current

Williams Pension Services, Hacienda Heights, CA

Company provides pension plan services catering to small and medium size businesses.

● Manage pension, trust, profit-sharing and 401k accounts to determine eligibility and vesting schedules of plan participants.

● Compile annual reports and tax forms for companies and individuals for distribution in order to meet tax-reporting and

regulatory requirements.

● Keep customers abreast with information regarding relevant changes to account or regulatory properties and deliver time-

sensitive documents. These services result in a 92% customer retention rate.

● Develop streamlined methods to improve the productivity of operations and reduce the work flow time requirements.

Operations and Client Services Specialist Summer 2012

Monolithe Wealth Planning Group, LLC, Irvine, CA

Company provides wealth management and estate planning for high-net-worth individuals.

● Worked with team developing clients’ financial goals, values, and vision.

● Advised managing partner regarding contingencies in client accounts and made consequent adjustment suggestions.

● Interacted with investment platform and strategists to manage investment changes, deposits, and withdrawals.

Client Education Specialist

Summer 2012

Monolithe Tax Planning Services, Fountain Valley, CA

Company provides tax solutions for individuals, sole-props, S-Corps, and small businesses.

● Managed Monolithe Tax Education Series, an initiative creating comprehensive literature advising clients regarding

common issues they face.

● Identified Total Tax Relationship (TTR) clients with special needs/circumstances that benefit from a more in-depth

managing of their taxes.

● Interacted with transitional clients to inform them of impending changes to their tax-solving relationship or other inquiries.

● Supervised four employees during firm’s location transition; managing client communications, documentation/compliance,

and logistics.

PROFESSIONAL DEVELOPMENT

Member, Graduate Student Investment Management Fund; Arizona State University 2012 – 2013

Member, Captain; United Football Club 2009 – 2011

At-Large Representative, Associated Students of UC Irvine 2008 – 2009

Member, Treasurer, Philanthropy Chair; Kappa Sigma Fraternity Mu Delta Chapter, UC Irvine 2005 – 2009

Member, Captain; UC Irvine Football Club 2005 – 2009

Student Parent Orientation Program Staffer, UC Irvine 2007

Eagle Scout, Boy Scouts of America

2004

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