William Kopp Email & Phone Number

Fort Worth, Texas, United States

Deliver exceptional customer service by assisting members and guests with merchandise, tee-time scheduling, and special requests to enhance their golfing experience.Manage daily golf shop operations, including sales transactions, inventory control, and event coordination.

Alexandria, Virginia, United States

Manage back-office operations including QuickBooks financial management and accounting tool to track income and expenses, invoicing, payroll and manage tax filing.Perform analyses to define target market, trends, demand, potential competitors and teaming partners and identify differentiators, contract opportunities and win strategies.

Washington, District Of Columbia, United States

Assisted in categorizing client expenses to develop comprehensive budgeting plans, and created detailed reports on client accounts.Conducted cost basis estimates for modern and legacy holdings, organized equity reports, and integrated CFRA research to support client evaluations.Managed expense reports and client paperwork, prepared data for team meetings, and developed Excel spreadsheets and PowerPoint presentations for client proposals.

Stuart, Florida, United States

Participated in comprehensive training on fundamental and technical stock analysis, asset class behavior, and financial market dynamics, including interest rates and sector rotation.Gained insight into a variety of financial products and investment strategies, such as mutual funds, ETFs, hedge funds, and impact investing, enhancing my understanding of diverse investment vehicles and management approaches.Developed practical skills in portfolio management by utilizing MoneyGuide Pro to construct and oversee a simulated portfolio, applying theoretical knowledge to real-world scenarios.

Arlington, Virginia, United States

Achieved the 23rd highest sales position nationwide among 15,000+ student sales representatives for CUTCO, generating over $44K in sales within a three-month period and securing the Vector Marketing “All American Scholarship” for exceptional performance.Led the DC/Metro Division as the #1 new sales representative and ranked 29th (students and professionals) in the competitive Northeast Region, overseeing a personal network of 68 customers and achieving an impressive 78.3% closing rate on demos.Recruited and mentored a Personal Referral Team of 8 sales representatives, driving over $30K in collective sales, and certified as a Field Trainer to enhance direct customer selling strategies across the team.

Alexandria, Virginia, United States

Excelled in delivering exceptional customer service by attentively responding to guests' needs, queries, and feedback, resulting in a positive dining experience and high customer satisfaction scores.Showcased flexibility and resilience by maintaining high service standards during peak times and special events, effectively managing stress and fostering a positive team atmosphere.Achieved a promotion from Host to Server , recognizing my exceptional ability to enhance guest experiences, manage high-volume orders with accuracy, and contribute positively to the team's dynamics.

Bachelor'S Degree, Finance

Education record