Employee Relations Financial

William F. Steward

EDUCATION

Mississippi State University, Starkville, Mississippi

Bachelor of Business Administration, Finance, May 2015, GPA: 3.4/4.00 EXPERIENCE

Chick-fil-A, FSU#01514, Director of Training & Development, San Diego, CA (Nov 2019- Present)

• Developed training program for new-hires resulting in increased employee productivity

• Created leadership development plan for store leaders and supervisors

• Facilitated new-hire orientation for both “front-of house” and “back-of-house” teams Chick-fil-A, FSU#03032, Director of Culture & Personnel, Santa Barbara, CA (Jul 2019- Nov 2019)

• Directed all talent acquisition operations via full-cycle recruitment

• Responsible for employee relations including promotions and disciplinary actions

• Administered individual quarterly performance reports JPMorgan Chase & Co., Private Client Advisor, Santa Barbara, CA (Dec 2018 - Jul 2019)

• Provided full service personal & business banking guidance for ‘high-net-worth’ households

• Provided tailored banking and investment advice

• Routinely assessed client’s portfolio performance Raymond James & Associates, Financial Advisor, Huntsville, AL (Apr 2017 – Oct 2017)

• Developed client specific strategies for wealth management and long-term growth

• Actively engaged community involvement through various civic organizations

• Built trust with existing clients to secure long-term business during transition of planners Edward Jones Investments, Financial Advisor, St. Louis, MO, Huntsville, AL (May 2014 - Apr 2017)

• Built client base through combination of cold calls and qualified lead follow through

• Offered detailed, research-based advice on strategies to meet client’s financial needs

• Prepared multiple financial performance reports detailing strengths of financial plans CERTIFICATIONS

• Series 7 (License) - General Securities Representative

• Series 66 (License) - Uniform Combined State Law Examination

• Shackouls Honors College (Aug 2011 – May 2015)

INTERESTS/HOBBIES

Mississippi State Roadrunner, Student Recruiter (Aug 2011 – May 2015)

• Recruited potential students via telephone, mail, and personal communication Downtown Huntsville YMCA Board of Directors (Mar 2017 – Aug 2018) TBI Research, Executive Coaching, Leadership Development, Surfing Cell: 256-***-****

Email: ****.**********@*****.***

Current Address:

132 Date Ave, Apt C

Imperial Beach, CA 91932

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