William Warner Email & Phone Number

Hi, I am William Warner and am a determined honors student pursuing degrees in finance and economics with a specialization in real estate and minor in statistics at Southern Methodist University who is currently seeking an internship in finance or real estate to gain hands-on experience. Through my long love for numbers and architecture, I am very passionate about the real estate industry and finance. I have strong verbal, mathematical, and analytical skills. I an a persevering, valued, and efficient team member only determined for success.This past summer, I had an internship in asset management where I utilized Excel to manage new account paperwork, client information spreadsheets, and estimated retirement funds while also gaining knowledge of the financial world. In addition to my internship, I spend countless hours daily looking at stock markets, commercial real estate, and residential real estate markets analytically. At Southern Methodist University, I am involved in my fraternity Beta Upsilon Chi, the Real Estate Club, and Student Filmmakers Association. This summer I am seeking an internship within the real estate industry to obtain more real-world work experience with the real estate market and investment.In my spare time I swim, watch movies, The Green Mile is my favorite, work out, serve my community, and spend countless hours looking at and analyzing the commercial and residential real estate markets

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  Private Client Intern

  Genter Capital Management

  May 2023 - Aug 2023 - Los Angeles, California, United States

  - Utilized Excel to organize Director's book of business of ~$700 million by geography, alphabet, and size. Thiscorrelated to about 3000 accounts.- Updated beneficiaries and verified Required Minimum Distribution list for all retirement accounts.- Prepared Charles Schwab new account paperwork.- Planned outreach marketing events.