Wealth Management, Financial Advisor, Investment Advisor

William L. Barnes

**** *** **** ****

Little Rock, AR 72223 501-***-**** ****@*****.***

Objective

Account Executive/Wealth Management

Education

UNIVERSITY OF ARKANSAS AT FAYETTEVILLE

·Finance and Banking

Skills & Abilities

MANAGEMENT

·Building and maintaining customer relationships

SALES

·Building new business and extracting maximum revenue from existing accounts

COMMUNICATION

·Positioning services and products for sales success in rapidly changing markets

LEADERSHIP

·Proven history of building relationships.

Experience

VESTECH SECURITIES

Account Executive/ Registered Representative March 2022 to present. Focused on implementing investment strategies and planning for clients with existing portfolios. Working with new clients in all manner of investments. Building relationships with all types of clients.

BANKERS LIFE SECURITIES

Account Executive/ Registered Representative July 1, 2021, to November 30, 2021, Focused on implementing investment strategies and planning for clients with existing portfolios and new clients coming into the company. Building relationships with clients of all types.

COASTAL EQUITIES

Account Executive, October 2019 to December 2020 Focused on implementing sales techniques and networking to continue building relationships with current and future clients.

ISC GROUP

·Account Executive, 2012 to 2018 Led team of 15 with a strong value-added focus in driving $25M in B2B and B2C sales for this firm specializing in retirement planning, tax-efficient investments, and portfolio planning. Expended product and service offerings to commercial, non-profit, government, and private clients.

RIDGEWAY & CONGER

·Account Executive, 2007 to 2012. Drove$22M in sales of mutual fund and variable annuity products and some real estate investment trust for this full-service retail broker/dealer. Drove success by shaping services around client needs when creating investment portfolios.

ACCOUNT EXECUTIVE - JOHN HANCOCK/SIGNATOR INVESTORS

ACCOUNT EXECUTIVE - CALTON & ASSOCIATES

SALES ACHIEVEMENTS

CONSULTATIVE SALES/BUSINESS DEVELOPMENT

PRODUCT POSITIONING/MARKET SHARE GROWTH

CUSTOMER-CENTRIC SERVICE/RELATIONSHIP BUILDING

TOP 5% PRODUCER EARNED MULTIPLE PRESIDENT’S CLUB

RECOGNITIONS.

SELECTED ACHIEVEMENTS

SEASONED ABILITY TO IDENTIFY PRODUCTS IN DIFFICULT CUSTOMER CLIMATE

EXPANDED SKILLS IN LEADING A PRODUCTIVE SALES TEAM

SECURED AND MAINTAINED MAJOR BANK CLIENTS DURING DIFFICULT MARKET CLIMATE

PROVIDED GUIDANCE TO EXECUTIVE LEVEL FINANCIAL INSTITUTIONS

Contact this candidate