William Hunt Email & Phone Number

Washington D.C. Metro Area

• Trained and managed a team of five analysts from onboarding into effective and well-balanced contributors.
• Work directly with company leadership to better understand and implement long-term strategy.
• Host webinars and lecture at conferences on key analytical topics impacting the credit union industry.
• Collaborate with clients – including credit union executives and board members – to educate on industry trends and to help plan client institutional strategy.
• Lead… Show more
• Lead maintenance and cleaning of expansive industrywide datasets.

Greater San Diego Area

• Generate customized investment proposals based on client experience, goals, and risk profiles
• Responsible for demonstrable improvements in relative investment performance across the practice
• Perform quantitative investment analysis for clients to determine their current situation and locate weak points in their portfolio
• Streamline the client sales cycle through quick, tailored proposal creation and explanation
• Train new hires on software programs and lead a weekly conference… Show more
• Train new hires on software programs and lead a weekly conference call focused on building softer skills including presentation, salesmanship, and product knowledge

Charlottesville, Virginia Area

• Spearheaded the training and transition of the company to a superior scheduling, payment processing, and accounting system; resulting in lower costs and maximizing efficiency
• Provided instant positive impact on business operations from a consultant role
• Kept up with daily bookkeeping and accounting duties in a high-volume business
• Gained experience in an office environment and working directly with C-Level executives and ownership

Leesburg, Virginia

• Developed trust-based relationships with customers and advised them on their best financial path
• Successfully operated a retail bank branch with little managerial supervision
• Gained an insider understanding of the incentives driving the American banking system
• Consistently achieved 100% of goal in operations and compliance and worked to learn responsibilities beyond my position
• Awarded Branch MVP for the 2017 business year

Charlottesville, Virginia Area

• Thrived in all Front of House positions in a busy and stressful sales environment
• Obtained three promotions while flourishing under pressure
• Met sales goals by building relationships with customers and identifying their needs
• Developed strong multi-tasking, communication, sales, and teamwork skills

Bachelor’S Degree, Economics

Excelled both academically and socially while learning a lot about responsibility, money management, networking, and accomplishing.

Bachelor’S Degree, Foreign Affairs