William Rose
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William Rose Email & Phone Number

Retail Account Specialist (SwitchBoard) at J.P. Morgan
Location: Houston, Texas, United States 6 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Retail Account Specialist (SwitchBoard)
Location
Houston, Texas, United States
Company size

Who is William Rose? Overview

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Quick answer

William Rose is listed as Retail Account Specialist (SwitchBoard) at J.P. Morgan, a with 218112 employees, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for William Rose.

William Rose previously worked as Specialist at Apple and Travel Agent - River Cruise Department at Vacations To Go. William Rose holds Associate Of Science - As from Houston Community College.

Company email context

Email format at J.P. Morgan

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J.P. Morgan

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Profile bio

About William Rose

Over the last 10 years I have gained a comprehensive understanding of the art of customer relationship management and why the commitment to the customer journey is instrumental in building lasting relationships and fostering trust. I am looking for an environment that will allow me to utilize my technical, interpersonal, and analytical skills to grow into a management role to create sustainable productivity goals to improve operational efficiency and increase the company’s profit margin.

Current workplace

William Rose's current company

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J.P. Morgan
J.P. Morgan
Retail Account Specialist (SwitchBoard)
Houston, TX, US
Website
Employees
218112
AeroLeads page
6 roles

William Rose work experience

A career timeline built from the work history available for this profile.

Retail Account Specialist (Switchboard)

Houston, Tx, Us

Specialist

Houston, Texas, United States

Travel Agent - River Cruise Department

Houston, Texas, United States

-Assisted clients in selecting the perfect cruise vacation, tailored to their preferences, budget, and interests by providing thorough consultations to inbound and outbound leads.-Researched and offered vacation recommendations for budget and luxury cruises, travel insurance, international flights, pre- and post-cruise hotels, shore excursions, and destination land tours to ensure travelers receive the best deals for the itineraries they choose.-Partnered directly with major… Show more -Assisted clients in selecting the perfect cruise vacation, tailored to their preferences, budget, and interests by providing thorough consultations to inbound and outbound leads.-Researched and offered vacation recommendations for budget and luxury cruises, travel insurance, international flights, pre- and post-cruise hotels, shore excursions, and destination land tours to ensure travelers receive the best deals for the itineraries they choose.-Partnered directly with major cruise lines and served as the primary point of contact between 100+ accounts and 20+ suppliers.-Participated in monthly panel meetings with other team members where we shared insights, strategies, and best practices for maximizing sales and increasing customer satisfaction. Show less

Apr 2023 - Aug 2024

Lead Customer Service Representative

Houston, Texas, United States - Hybrid

-Maintained a high-volume workload within a fast-paced environment – handling 60+ customer interactions daily with professionalism and sincerity.-Assigned to troubleshoot any issues CPAP users experience on incoming and outbound calls using a company provided knowledge base and any other credible resources available. Consistently striving to provide one-call resolutions.- Communicated with each client's doctor’s office to retain a prescription on the client’s behalf while… Show more -Maintained a high-volume workload within a fast-paced environment – handling 60+ customer interactions daily with professionalism and sincerity.-Assigned to troubleshoot any issues CPAP users experience on incoming and outbound calls using a company provided knowledge base and any other credible resources available. Consistently striving to provide one-call resolutions.- Communicated with each client's doctor’s office to retain a prescription on the client’s behalf while abiding HIPAA guidelines. Evaluate and match prescriptions to a customer’s order that meet the FDA guidelines.-Closed sales by educating the customer, overcoming objections, asking for the sale, and negotiating price with company promotions.-Maintained exceptional performance levels with regard to established metrics, including time utilization, sales, quality of work, and productivity. Show less

Jun 2018 - Apr 2023

Bakery Team Member

Houston, Texas, United States - Uptown

Sep 2015 - Jun 2018

Family Room Specialist (Mobile Device Technician)

Houston, Texas, United States - Highland Village

- Provided Tier 1 technical support to customers by identifying technical issues through communications, diagnostic testing, visual inspection and replicating issues.-Explained highly technical solutions in layman’s terms, providing customers with an uncomplicated and friendly technical support experience. -Performed modular repairs, data migrations, software upgrades, and in-depth product demonstrations and training sessions for customers, educating them on the latest features… Show more - Provided Tier 1 technical support to customers by identifying technical issues through communications, diagnostic testing, visual inspection and replicating issues.-Explained highly technical solutions in layman’s terms, providing customers with an uncomplicated and friendly technical support experience. -Performed modular repairs, data migrations, software upgrades, and in-depth product demonstrations and training sessions for customers, educating them on the latest features and functionalities of Apple products.-Maintained open dialogue to address team strengths, emerging issues, and new strategies concerning the customer journey and technical advancements.-Actively participated in ongoing training programs and workshops to stay updated on new product releases, technological advancements, and support techniques. Show less

Feb 2014 - Jun 2015
Team & coworkers

Colleagues at J.P. Morgan

Other employees you can reach at apple.com. View company contacts for 218112 employees →

2 education records

William Rose education

High School

Bellaire High School

Activities and Societies: -Varsity Basketball -AAA (African American Association) -Theater Society

FAQ

Frequently asked questions about William Rose

Quick answers generated from the profile data available on this page.

What company does William Rose work for?

William Rose works for J.P. Morgan.

What is William Rose's role at J.P. Morgan?

William Rose is listed as Retail Account Specialist (SwitchBoard) at J.P. Morgan.

Where is William Rose based?

William Rose is based in Houston, Texas, United States while working with J.P. Morgan.

What companies has William Rose worked for?

William Rose has worked for J.P. Morgan, Apple, Vacations To Go, Cpap.Com, and Whole Foods Market.

Who are William Rose's colleagues at J.P. Morgan?

William Rose's colleagues at J.P. Morgan include Magdalena Kalis, Rashid Anwer, Sushant Karmakar, Tai Yin, and Mitchell Maybury.

How can I contact William Rose?

You can use AeroLeads to view verified contact signals for William Rose at J.P. Morgan, including work email, phone, and LinkedIn data when available.

What schools did William Rose attend?

William Rose holds Associate Of Science - As from Houston Community College.

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