Tempest M. Williams, Mba Email & Phone Number

Fort Worth, TX, US

Dallas/Fort Worth Area

A Registered Investment Advisory Firm

Fort Worth, Texas

Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.

Dallas/Fort Worth Area

Registered Representative offering securitieis products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency

Dallas/Fort Worth Area

Agent licensed to sell insurance through New York Life Insurance Company

Advise 300+ new and existing members through inbound and outbound calls to make sound financial decisions based on the financial pyramid. Experience selling a range of products including LTC, Life insurance, Annuities, Managed accounts, Mutual Funds, stocks, bonds, Certificate of Deposit, 529 Plans, UTMA, Coverdell Accounts, Brokerage, and IRAs. Analyzed.

Worked with a $35M book of business consisting of 700+ prospective and new clients. Developed and cultivated relationships with HR, Superintendents, and clients in the book of business via face to face, cold calling, and email. Solicited business through the creation of marketing material based on the topic, segment, and phase in the life cycle of.

Assisted participants planning for retirement through different product offerings, including annuities, at TIAA-CREF. During the 4th quarter in 2012, managed to bring in $1.2M in net new assets; was awarded in March for performance and closed sales; met a $2.1M goal after 6 months, and at that time promoted to a team that worked with servicing Harvard, U..

Effectively managed time and multi-tasked to complete a days duties, goals, obstacles, and objectives while making sure the company complies will FINRA regulations. Conversed and negotiated through multiple channels in an effort to settle trades for TDA’s client account. Empowered to work solely to oversee the foreign receives desk; moved to the fail to.

Dallas/Fort Worth Area

As a broker, assisted clients with investing in the stock market, and a wide array of other duties. Discovered and uncovered needs of clients in the emerging sector of TD Ameritrade’s sector segmentation that were just beginning to embark on their investment journey; all while following the rules and regulations of the financial industry set forth by FINRA.

Worked with six other interns to develop a 60 minute presentation for management, senior management, and various directors from many different segments of the company. Performed an analysis which showed the need to cater to the baby boomer generation due to the notion that boomer generation made up a vast portion on the population and the approach to.

Master Of Business Administration - Mba

Certified Financial Planning Designation

Entrepreneurship/Entrepreneurial Studies

Bba, Finance

High School

Activities and Societies: High School for Science and Engineering, National Honor Society, UIL Honor Choir, All-District Honors choir.