William Meyer Email & Phone Number

Flemington, New Jersey, United States

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Morgantown, West Virginia, United States

-Created yearly and semester-based budgets to follow closely -Collected all chapter dues -Revised and created contracts for different member types-Managed all account receivables and payables for all chapter operations-Communicated important information across a diverse group of people

Flemington, New Jersey, United States

-Adelphi Financial is a company with the responsibilities of tax preparation as well as social security and insurance. -Prepared tax information for small businesses using bank statements-Examined small businesses qualified business deductions and expenses as well as their income avenues-Communicated with banks and insurance companies on behalf of clients to receive necessary documentation for death claims-Created annual and monthly budgets for clients using past W2 and 1099 forms to help advise healthy spending habits

Whitehouse Station, New Jersey, United States

-Organized all new warehouse inventory upon arrival-Communicated product and inventory details with other store locations-Scheduled daily deliveries for local and out of region orders -Interacted with customers and assisted them in making purchases