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@etrade.com
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William Horack is listed as Financial Services Professional based in Charlotte Metro, United States. AeroLeads shows a work email signal at etrade.com and a matched LinkedIn profile for William Horack.
William Horack previously worked as Financial Consultant at E*Trade Financial Corporation and Financial Consultant at E*Trade Financial Corporation. William Horack holds Bachelor’S Degree, Business Administration And Management, General, 3.0 from Western Carolina University.
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William Horack is a Financial Services Professional.
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- Assisted high net worth clients with managed accounts and portfolio management- Responsible for growing assets under management and retaining client assets- Consistently meet and exceed quarterly sales goals
-Retain, Enhance, and grow investment and bank revenue using referral sources and outbound calling- Consistently meet and exceed monthly sales goals- Partner with top producing Financial Advisors to provide comprehensive financialplans using client centered selling
-Manage 401(k) asset retention sales team- Analyze sales performance and identify opportunities to improve IRA rollover from 401(k) plans- Recruit and hire new sales representatives- Work with Financial Advisors to create coaching materials for referral sources- Strengthen and develop new business and assess long term goals for the team
-Educate and encourage team members to identify IRA rollover opportunities- Create monthly and quarterly competitions to bolster morale and increase revenueshare between Wachovia Securities and Wachovia Retirement Services
-Research and issue resolution for 401(k) call center team- Make outbound calls to explain issue resolution to 401(k) plan participants- Create training materials for new hires
- Provide customer service to 401(k) plan participants in an inbound call center environment- Train new hires
Activities and Societies: Tau Kappa EpsilonHeld fraternity offices of President, Vice President, and Social Chairman
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William Horack is listed as Financial Services Professional.
AeroLeads has found 1 work email signal at @etrade.com for William Horack.
William Horack is based in Charlotte Metro, United States.
William Horack has worked for E*Trade Financial Corporation, Wells Fargo Advisors, Wachovia Bank / Wachovia Direct Access, Wachovia Bank / Wachovia Retirement Services, and First Union Bank.
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William Horack holds Bachelor’S Degree, Business Administration And Management, General, 3.0 from Western Carolina University.
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