William Kouvoukliotis Email & Phone Number

731 N Jackson Street, Suite 200 Milwaukee, Wi 53202

With more than 100+ years of combined industry experience, our team at Beauchamp Maleki Group (BMG) brings a vast amount of experience and knowledge to every conversation. As the Director of Financial Planning Services, my goal is to provide expert guidance in high quality, personalized, comprehensive plans. Holistic financial planning encompasses the analysis of many components including insurance, investments, retirement, estate planning, and most importantly, the life goals of our… Show more With more than 100+ years of combined industry experience, our team at Beauchamp Maleki Group (BMG) brings a vast amount of experience and knowledge to every conversation. As the Director of Financial Planning Services, my goal is to provide expert guidance in high quality, personalized, comprehensive plans. Holistic financial planning encompasses the analysis of many components including insurance, investments, retirement, estate planning, and most importantly, the life goals of our clients in order to connect each piece of the planning process.Every client and situation is unique—this is why we always tailor our recommendations and always act in our client’s best interest, from executives, high net worth individuals, to owners of privately held companies. On a daily basis, I work on various areas of the business with our clients:• Fact finding• Identify planning gaps• Develop financial solutions • Design and implement financial plans• Deliver peace of mind that retirement needs and family legacy goals will be metIf we can be of service to you, please reach us at 414-270-1890 or www.bmg-nm.com Show less

Milwaukee, Wisconsin, United States

• Supported top 100 Wealth Management Advisors• Created proposals and approved non-standard proposals for advisory accounts• Helped trade/rebalance advisory accounts• Provided compliance oversight for all assigned advisory accounts• Served as relationship manager and liaison between wealth management advisor and company

Milwaukee, Wisconsin, United States

• Managed and tracked employee investments to my assigned plans• Managed participant’s contributions and distributions• Processed plan trades to ensure every dollar contributed was appropriately invested• Processed loans, hardships, QDROs and fund transfers

Milwaukee, Wisconsin, United States

• Generated sales leads• Took and placed large volume of purchase, sell, and exchange orders for mutual funds• Resolved customer complaints and inquiries• Provided excellent customer service to shareholders

Milwaukee, Wisconsin, United States

1999 – 2001 Investment Analyst• Managed the Federal Funds daily to ensure mandated reserve requirements were met for the bank• Traded short-term paper and other short-term fixed income securities to existing corporate clients1997-1999 Credit Analyst (part-time in the Small Business Center until college graduation)• Underwrote loans up to $250,000 for small businesses• Analyzed business balance sheets, income statements, credit reports, and other business… Show more 1999 – 2001 Investment Analyst• Managed the Federal Funds daily to ensure mandated reserve requirements were met for the bank• Traded short-term paper and other short-term fixed income securities to existing corporate clients1997-1999 Credit Analyst (part-time in the Small Business Center until college graduation)• Underwrote loans up to $250,000 for small businesses• Analyzed business balance sheets, income statements, credit reports, and other business documents1996 – 1996 Bank Teller (part-time while attending college)1995 – 1996 Intern (while attending college) Show less