Will Black, Cfp® Email & Phone Number

Arlington, Virginia, United States

Arlington, VA

Alexandria, VA

• Acquired over $48 million in new client assets and implemented more than $31 million in complex financial solutions
• Managed dedicated book of clients, encompassing over 500 households and $300 million in assets
• Guided clients with in-depth multi-goal planning, including retirement, investment, tax, estate, and income planning
• Supervised other team members in financial strategy proposals and all back-office operations.
• Effectively built and maintained sales pipeline via Salesforce CRM to provide consistent and predictable results
• Specialized in assisting Federal Employees and Military families in navigating their unique planning needs

Alexandria, VA

• Ranked in top 20% nationally in numerous sales categories, including top 5% in insurance solutions
• Educated a broad range of clients in differing stages of their financial lives in face-to-face and phone meetings
• Mentored new-hire Investment Consultants to provide coaching in practice management and critical client conversations

Alexandria, VA

• Identified as a top performer in the Nation due to improvements made to branch sales pipeline management and strategies
• Partnered with Financial Consultants to manage the relationships of more than 1,500 High Net Worth individuals
• Delivered operational support to Financial Consultants and High Net Worth clients

Alexandria, VA

• Interacted with Fidelity clients of all asset levels at Investor Center front counter to uncover opportunities for representatives
• Responsible for all back-office operations and processes
• Recognized with numerous National awards for operational improvements and excellent client service

Rochester, New York Area

• Responsible for scheduling chart audits and follow-ups with physician practices located in sixteen states
• Managed and maintained large database of client information and confidential patient health records
• Processed more medical record forms than any other employee while maintaining the lowest error rate in the company

Granville, OH

• Elected as the head male representative of Denison Greek Life
• Acted as primary liaison between Denison Greek Life and the Denison Administration
• Directed large campus-wide volunteer and educational events aimed at helping the local community
• Established relationships for effective communication between the administration and members of all other organizations

Granville, OH

• Elected by peers as the lone representative for Lambda Chi Alpha Fraternity
• Coordinated large campus wide volunteer and educational events aimed at helping the local community and to bring all members of Denison, Greek and non-Greek, together
• Worked closely with the administration, members of all other fraternities, sororities, and multi-cultural organizations to organize and see through the success of planned events

Granville, OH

• Personal tutor for Professor David Boyd
• Managed tutoring content and hours for up to 10 students on a weekly basis

Denison University

• Facilitated the involvement of all members of the fraternity within the organization to exceed the full compliance requirements of the national fraternity
• Effectively managed annual budget to be spent on numerous fraternity wide events over the course of the year

Columbus, Ohio Area

• Collaborated with and learned from the previous Global Head of Product Supervision and current Financial Advisor
• Analyzed and recommended individual stocks, bonds, mutual funds and ETFs to fit the needs of individual client’s portfolios
• Produced mock portfolios and client reviews by researching market trends and analyzing portfolio performances
• Evaluated market analysis, and investment reports
• Created Excel databases to manage current and track prospective clients for the financial advisor
• Invited to continue assisting the Financial Advisor during the academic year

Dorset, VT

Trusted for over six years at a family owned and operated store. Worked in numerous different sectors of the store including sales, stock management, maintenance and customer assistance.

Master Of Science - Ms, Accounting

Activities and Societies: Beta Alpha Psi Honor SocietyRecognized as the 2022 Master's in Accounting Outstanding Student of the Year

Bachelor Of Arts (B.A.), Economics

Activities and Societies: Lambda Chi Alpha fraternity, Inter Fraternal Council

Economics, Fall Of Junior Year

Education record

Activities and Societies: National Honor Society, Student Council, Varsity Lacrosse