William Wild Email & Phone Number

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Greater Salt Lake City Area

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo Bank. INVESTMENTS AND INSURANCE PRODUCTS ARE NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE.

Irvine

Prospected to CEOs, business owners and management level representatives by making between 200-250 calls daily Walked prospective clients through the DaVinci program as well as assisted in obtaining financial and health details in order to see if the perspective clients could qualify for Da Vinci’s proprietary investment strategy Analyzed prospect’s goals to develop retirement strategies that best fit their needs; clients ranging from 50K to over 500K Obtained my Life, Accident and Health insurance license in the state of California

Greater Los Angeles Area

Sold Medco’s workers’ compensation, dental and rehabilitation services to the largest TPA’s/insurers as well as law offices throughout the LA area, including Gallagher Bassett, Sedgwick, York, Floyd Skeren & Kelly LLP and Michael Sullivan & Associates LLP Prospected directly into HR departments and pitched our services offerings to build my own diverse client base of over 50 individuals Attended conferences to promote the company and coordinated logistics for clients’ transportation to Hospitals Helped the company win the “Service Provider of the Year” Award for Los Angeles and Orange County