William Stark Email & Phone Number

Phoenix, Az, Us

• William Erick Stark | NMLS #781206 | Barrett Financial Group, L.L.C. | NMLS #181106 | 2314 S Val Vista Dr, Suite 201, Gilbert, AZ 85295 | AZ 0904774 | CA 60DBO-46052 & 41DBO-148702 Licensed by Dept. of Financial Protection & Innovation under the California Residential Mortgage Lending Act. Loans made or arranged pursuant to a California Financing Law License | CT ML-181106 | FL MLD1880 | GA 181106 | MN MN-MO-181106 | OH RM.804600.000 | OR | PA 92105 | WI 181106BA & 181106BR | Equal Housing Opportunity | This is not a commitment to lend. All loans are subject to credit approval. | nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/181106

Phoenix, Arizona, United States

Taught CIS 105 in the classroomTaught CIS 105 online.Assist students with succeeding in their college experience.Extremely available to assist students with coursework.

Phoenix, Arizona, United States

• Handle sales phone calls• Created integrated sales structure• Oversee all sales and marketing efforts• Test and implement new features

Phoenix, Arizona, United States

Chandler, Arizona, United States

Assist clients with their financial goalsOriginate mortgage loansFinancial Services Expert

Scottsdale, Az

Sell a variety of different loan products to clientsContinuously reach sales goalsNMLS Licensed

Sell all lines of insurance and financial products.Consistently hit weekly and monthly sales goals.Cold call prospective customers to try and turn them into clients.

Phoenix, Arizona Area

Received inbound calls from new members as well as built new relationships with new membersSold different lines of banking and property and casualty insurance products including Auto Insurance, Renters Insurance, Valuable Personal Property Insurance, checking and savings accounts

Phoenix, Arizona Area

Establish customer accounts, assist customers with account related issues, and talk to clients about investment opportunities at ChaseAssist with new mortgages and refinancing of current mortgages, including originate home equity lines of credit and vehicle loansBranch manager on duty

Chandler, Az

Probed for consolidation of client’s accountsAssisted clients with reaching financial goals by establishing holistic financial plans and giving retirement adviceProactively reached out to clients by phone and assisted with additional projects as needed

Promoted to Proactive Outreach Team after 14 monthsProbed for consolidation of outside accountsAssisted clients with reaching financial goals and client’s portfolio constructionAssisted with operational issues as in creating a workflow chart for Quality AssuranceSubject matter expert for Active Trader, Quality Assurance, fixed incomeTrained in technical Analysis for trading equities

Set up individual retirement accountsOpened and managed accounts and identified and sold financial opportunitiesHandled cash

Phoenix, Arizona Area

Supervised evening computer labHelped students with assignments using Microsoft Office, complete assignments in Math and Economics and with homework in a variety of business classes

Master Of Business Administration (M.B.A.), Sports Managment, 3.99

Activities and Societies: Honors SocietyMBA with Concentration in Sports Management

Bachelors Of Science, Global Business/Finance

Associate'S Degree, Business Transfer