William C. Brummell, Iii Email & Phone Number

Arlington, Virginia, US

New York, NY, US

The Lloyd Group is a fast-growing technology consulting firm that provides mid-market companies with dedicated IT services, consultants, project managers, and service desk analysts to implement new technology strategies and business solutions. Manage over $13M in financial accounting, P&L budget management, bank loans, assets, payroll and financial data.

Zurich, CH

UBS Financial Services Group is a multinational investment bank and global firm providing Financial Services, Global Wealth Management, Asset Management, Investment Banking, Personal and Corporate Banking in over 50 countries. Collected, assessed and analyzed global accrual information for over 107 law firms for financial reporting of over $500M..

Parsippany, New Jersey, US

Managed Health Care Associates, Inc. (MHA) is the country’s leading Health Care Services and Software Company providing innovative technology solutions and exceptional service to long-term care pharmacies, specialty pharmacies, home medical equipment providers, assisted living and skilled nursing facilities. Managed and performed all revenue analysis and.

Collected and managed financial data for Foreclosed properties in NJ, NY, & PA to process client payments and adjustments. Maintained electronic accounts receivable customer files and records to create receivable collection reports. Followed established procedures for processing receipts, cash, etc to maintain up-to-date billing system. Assisted with.

Short Hills, NJ, US

Created a unique customer experience aimed at improving customer financial well-being and created loyalty program. Completed financial transactions such as deposits, withdrawals, loan payments, and check cashing for members Delivered professional customer service by building genuine rapport and meaningful relationships with customers daily to complete.

US

Managed the sale of over $2.5M in aircraft charter private jets for executives, families, and individuals. Worked directly with the Operations, Maintenance, Crew Planning and Customer Service teams to ensure customers received professional and efficient services.Provided quotes to potential clients or their brokers and made follow-up calls to close.

Actively managed continuous applicant pipeline ranging from 10-20 loans on average, totaling over $2M in financingSold mortgages including new purchase, refinance, home equity lines of credit, and government sponsored loansOversaw processing and underwriting of conventional residential loan applicationFollow all business operation and corporate.

Contacted prospective investors and assessed the suitability of new clients. Provided investment advice to clients. Performed trading for customers via phone by facilitating equity and option trades upon client's request. Ensured that all operations affecting clients were carried out in accordance with SEC rules. Provided accurate financial information on.

Bachelor'S Degree, Business Finance

Economics