William Burbank

William Burbank Email and Phone Number

Co-Founder and Managing Partner @ Usip
Houston, TX, US
William Burbank's Location
Houston, Texas, United States, United States
About William Burbank

I believe each person has their own story and path and your financial plan should work hand and hand to help you accomplish your goals and dreams. Creating new relationships and maximizing opportunities are essential to life. I love hearing past experiences and future goals individuals have and helping them in anyways that I can. I believe in leaving situations better than I found them.

William Burbank's Current Company Details
Usip

Usip

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Co-Founder and Managing Partner
Houston, TX, US
Employees:
31224
William Burbank Work Experience Details
  • Usip
    Co-Founder And Managing Partner
    Usip
    Houston, Tx, Us
  • Burnett Capital / Jar Capital
    Vice President Of Operations And Business Development
    Burnett Capital / Jar Capital Sep 2024 - Present
    Houston, Texas, United States
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Dec 2023 - Present
    Washington, District Of Columbia, United States
  • Sun Coast Resources, Inc.
    Financial Analyst/Intern
    Sun Coast Resources, Inc. May 2022 - Dec 2023
    Houston, Texas, United States
    • Manage the tracking of the company's KPI’s working with diverse departments and reviewing monthly goals. • Assist in Hurricane Ian in Florida to track spending and the number of drivers and assets.• Collaborate with other companies in the procurement of products to assist with relief efforts,• Conduct financial analysis on rental equipment during emergency relief, analyzing costs vs. return on investment.• Work closely with the performance team to monitor the company’s driver efficiency.Accomplishments:• Selected by Management to oversee larger projects creating a shift profitability report outlining delivery costs and profitability for management team.• Created an Asset Utilization Report to accurately monitor locations and usage of over 2000 assets company wide.• Improved driver efficiency, asset utilization, and KPI process; maximized profit by implementing the Driver Shift Profitability Report.• Promoted to Lead Intern and supervised staff on project deliverables.• Offered Financial Analyst position from the CEO and President after completion of internship program while continuing academic studies.• Provided 24/7 support during Hurricane Ian in Florida to help with disaster recovery, planning, and project management initiatives.• Assisted in supporting an acquisition of another company analyzing financial statements and reviewing the merger of financial data meeting critical deadlines.
  • Sandstone Mountain Ranch
    Accounting Clerk
    Sandstone Mountain Ranch Mar 2022 - Dec 2023
    • Manage financial transactions and reconciliations using QuickBooks.• Track and book all hunting activities and analyze company assets.Accomplishments:• Developed and improved tracking systems using Excel and QuickBooks, resulting in higher accuracy on financial data.
  • Rice University Baseball Camps
    Camp Instructor
    Rice University Baseball Camps Jun 2021 - Aug 2021
    • Organized teams, set up drills, and educated students on the fundamentals of baseball.Accomplishments:• Played a key role in improving learning and development during baseball camps and increasing a good aptitude for competitive sports.
  • Burbank Law Firm
    Office Manager
    Burbank Law Firm Aug 2018 - May 2020
    • Reviewed upcoming legal case files and prepared notes for management.• Assisted attorney in preparation for client trials, including conducting interviews and reviewing scenarios before trial.• Coordinated with the courthouse to obtain discovery documents.• Managed the procurement of office products and supplies, negotiating with vendors and saving revenue for the company.Accomplishments:• Established a paperless filing system of data stored on a shared drive reducing costs and improving database management protocols.• Installed a company credit card machine expanding payment methods from cash and checks, which increased the timing of payments and increase of cash flow.

William Burbank Education Details

Frequently Asked Questions about William Burbank

What company does William Burbank work for?

William Burbank works for Usip

What is William Burbank's role at the current company?

William Burbank's current role is Co-Founder and Managing Partner.

What schools did William Burbank attend?

William Burbank attended Rice University.

Who are William Burbank's colleagues?

William Burbank's colleagues are Mary Williamson, Josh Oden, Robert Pohle, Matthew Melvin, Jimmy Richards, Blake Morse, Eddie Coyle.

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