Grant Willis Email and Phone Number
San Francisco, CA, US
Grant Willis's Location
Dallas, Texas, United States, United States
Grant Willis's Contact Details
Grant Willis work email
- Valid
- Valid
Grant Willis personal email
n/a
About Grant Willis
Grant Willis is a Associate, Cash Management Group at BlackRock. He possess expertise in microsoft excel, microsoft word, leadership, public speaking, project management and 2 more skills. He is proficient in Spanish.
Grant Willis's Current Company Details
Blackrock
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Associate, Cash Management Group
San Francisco, CA, US
- Website:
- blackrock.com
- Employees:
- 30658
Grant Willis Work Experience Details
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Associate, Cash Management GroupBlackrockSan Francisco, Ca, Us
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Institutional SalesCapis Sep 2023 - PresentDallas, Tx, UsServicing institutional clients such as state funds, hedge funds, endowments, banks, & money managers.Focus in commission recapture, transition management, outsourced trading, and FI/equities coverage -
Investment CounselorFisher Investments Apr 2022 - Apr 2023Plano, Texas, UsActs 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. -
Analyst, Relationship ManagerGoldman Sachs Apr 2021 - Apr 2022New 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 -
Schwab Pinnacle, High Net Worth SpecialistCharles Schwab Aug 2020 - Apr 2021Westlake, 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 -
Licensed BrokerCharles Schwab May 2019 - Aug 2020Westlake, Texas, UsObtained 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
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Renewable Energy ConsultantZoi Solar Aug 2018 - Jan 2019-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
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Sales ProfessionalRalph Lauren Jul 2017 - Jun 2018New York, UsWorked 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 -
EducatorLululemon Athletica Nov 2016 - Feb 2017Vancouver, 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 -
Year-Round InternFort Bend Chamber Of Commerce Jun 2013 - Aug 2015Sugar 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
Grant Willis Skills
Microsoft Excel
Microsoft Word
Leadership
Public Speaking
Project Management
Customer Service
Event Planning
Grant Willis Education Details
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University Of Houston, C.T. Bauer College Of BusinessWith A Focus Of Global Energy Management -
Universidad Adolfo IbáñezInternational Business
Frequently Asked Questions about Grant Willis
What company does Grant Willis work for?
Grant Willis works for Blackrock
What is Grant Willis's role at the current company?
Grant Willis's current role is Associate, Cash Management Group.
What is Grant Willis's email address?
Grant Willis's email address is gr****@****wab.com
What schools did Grant Willis attend?
Grant Willis attended University Of Houston, C.t. Bauer College Of Business, Universidad Adolfo Ibáñez.
What skills is Grant Willis known for?
Grant Willis has skills like Microsoft Excel, Microsoft Word, Leadership, Public Speaking, Project Management, Customer Service, Event Planning.
Who are Grant Willis's colleagues?
Grant Willis's colleagues are Lisa Dizard-Hayes, Christina Quinn, Cima®, Nicole Boyle, Zoltán Nagy, Sarah Elkes, Wickersham, Kelsey, Aman Dan.
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