William Ohler Email and Phone Number

• Executed the internal global jeopardy process for Aon• Participated in client renewal strategy meetings, as well as stewardship meetings• Conducted new client research to support senior leaders• Led the intern group in our service day where we served lunch at a local women’s food shelter

- Proactive operational liaison between the operations group, the trading desk, and the firm’s portfolio managers.- Helped maintain post-trade log tracking of all outstanding equity and fixed-income settlements to ensure all were processed in a timely manner- Executed daily cash management reports and corporate actions research for the operations manager

- Founded A&E during the Covid-19 pandemic to provide local residents with landscaping, moving, and various other essential services - Developed and managed the implementation of marketing plans with clients- Negotiated pricing, job expectations, and payment details- Ensured all projects were completed and clients were satisfied- Donated a portion of our profits to the “Andos Army Foundation”, a fund to assist the family of our late high school athletic trainer