William Lowe Email & Phone Number

Kansas City, Missouri Area

Responsible for relationship management and served as team lead taking a consultative planning approach to wealth management and business development with annual production of $500,000 -- $1,000,000 in new fee revenue to the firm. Successfully built 4 wealth management teams to be the top producing teams in the company as well as being the individual top producer in AUM as well as insurance during my tenure.Provided motivational team leadership and training to introduce insurance, private banking, loans and trust services into the client relationship. Received highest ranks in employee satisfaction in team lead surveys.Provided structural guidance and initiated strategic selling strategies based upon a formal understanding of the functionality of family systems with the use of a unique diagram approach to most effectively facilitate key customer reviews and strategies to deepen client relationships and cross-­‐sell opportunities.Most recently launched Emoney planning tool for clients as a client aggregation and financial planning reporting tool.Provided stability and guidance through numerous leadership changes and reporting structure changes leveraging each opportunity to further enhance the customer experience.

Master Of Business Administration (M.B.A.)

Activities and Societies: Conservatory of Music

Juris Doctor (J.D.)

Bachelor’S Degree, Economics/Music

Activities and Societies: Cum Laude