William Bryan Email & Phone Number

Metairie, La, Us

8213 Airline Dr.

Greater New York City Area

- Assisted in the identification of new client relationships specifically targeting ultra-high net worth individuals and smaller family offices principally located in the New York Metropolitan area. - Researched and developed a database of high quality prospects for the firm’s new product initiative which principally focused on the sale of Real Estate Investment Trusts as well as selective stock & bond investments.- Interacted and assisted senior portfolio managers within the group with new client development initiatives.

Houston, Tx

- Created, organized and formulated the financials of various companies into a comprehensive database based on relationship with SEI.- Responsible for data entry and maintenance within the Accounting and License History sectors. - Restructured documents and integrated seismic data in order to connect client’s purchase history with SEI.

Metairie, La

- Responsible for assisting in highlighting features of vehicles, gathering information, inspecting automobiles, comparing and contrasting competitive models and demonstrating vehicles' functions.- Developed rapport in efforts to maintain relationships with new as well as existing customers based on interests and requirements. - Assisted with negotiating price, completing purchase contracts, and explaining provisions and financing.

Metairie, La

- Prepared analysis, agendas and materials to assist sales teams with client needs. - Researched, analyzed and offered suggestions based on market research to enhance sales teams success. - Created and maintained database of import/export parts to streamline process for parts department.

- Assisted with the restoration of historic homes in the Lower 9th Ward post Hurricane Katrina

Business Administration And Management, General

Bachelor Of Business Administration (B.B.A.), Finance

Activities and Societies: Real Estate Club Finance Club Young Enterprise Sigma Chi Fraternity