Grant Willis Email & Phone Number

San Francisco, Ca, Us

Dallas, Tx, Us

Servicing institutional clients such as state funds, hedge funds, endowments, banks, & money managers.Focus in commission recapture, transition management, outsourced trading, and FI/equities coverage

Plano, Texas, Us

Acts as the face and voice of Fisher Investments. Focuses on an assigned roster of high-net-worth clients, educating them on Fisher's top-down investment philosophy, explaining why certain decisions were made in their particular portfolio and helping them understand events in the market. The sole mission is to help clients stay on track with their long-term goals.

New York, New York, Us

-Successfully presented and advocated investment products recommended by our expert investment team, resulting in substantial revenue growth-Produced comprehensive and client-focused deliverables to support portfolio management goals-Demonstrated leadership and mentoring abilities by overseeing a team of summer analysts-Collaborated effectively with cross-functional teams, showcasing strong teamwork and integration skills

Westlake, Texas, Us

-Specialized in assisting sophisticated clients, with a minimum net worth of $1 million AUM-Collaborated with financial advisors to drive inbound sales, offering insights into our automated investment strategies to educate prospects and existing clients -Championed key innovations through strategic partnerships with corporate offices and branches, resulting in a 10% local increase in AUM-Standardized Client Experience Process, implemented next day client follow-up, encouraged overtime incentive program, and improved client satisfaction requirement from 70% to 85%-Researched daily trading volumes to perform market analysis and leveraged analyses to design bespoke trading strategies for individual client goals

Westlake, Texas, Us

Obtained FINRA Series 7 and Series 63 licenses-Proficiently executed options, futures, and stock trades for a diverse client base, including both retail and institutional clients.-Collaborated effectively as a key team member on global client initiatives, with a particular focus on supporting clients in the UK and Hong Kong.-Successfully completed advanced broker training, mastering complex options and margin strategies.-Facilitated the smooth transition of former USAA clients to Schwab's trading platforms, ensuring a seamless integration process

-Completed a comprehensive 6-week training program specializing in sales generation for both commercial and residential solar panel solutions.-Instructed and guided a Spanish-speaking sales team on outside sales techniques and the effective use of company platforms-Identified energy-saving opportunities and provided valuable recommendations for energy-efficient upgrades, significantly reducing energy consumption for clientsDrove the expansion of business opportunities through strategic prospecting and targeted marketing efforts, while fostering strong, trust-based relationships with clients, project managers, and colleagues in operations

New York, Us

Worked at the Ralph Lauren Collection Store. The RLCS represents the most high-end line of the Ralph Lauren brand.-Exceeded agreed upon annual sales volume objective of $600,000 through effective client engagement strategies-Served as the primary contact for Spanish-speaking clients, including high-value clientele-Implemented a personalized “clienteling” approach, customizing interactions to meet the unique needs of each client and drive successful sales outcomes

Vancouver, Bc, Ca

-Promoted the brand as a dedicated sales professional-Provided in-depth product knowledge and guidance to customers, emphasizing high-quality workout materials-Played a role in crafting store work schedules-Collaborated with management to develop effective sell-through strategies-Mentored and supported fellow employees to help them achieve their goals

Sugar Land, Texas, Us

-Helped manage the Sugar Land Farmer's Market. -Collected booth fees and designated vendors' sales location-Assisted with Sugar Land Wine and Food Affair

Bachelors, Finance, With A Focus Of Global Energy Management

International Business