William Campana work email
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William Campana personal email
William Campana is a Wealth Planning Associate at UBS. He possess expertise in business administration, entrepreneurship, investments, administration, business.
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Wealth Planning AssociateUbsSan Diego, Ca, Us -
Wealth Planning AssociateUbs Nov 2024 - PresentZurich, Ch -
Workflow Operations AssociateCharles Schwab Jun 2023 - Oct 2024Westlake, Texas, Us- Ranked 6th out of 108 employees in Advisor Services, surpassing productivity expectations by 45% year-to-date in processing client account-related activities, demonstrating exceptional efficiency and performance- Collaborated effectively with clients and investment advisors to resolve issues related to account maintenance, transaction processing, and fund transfers- Earned SIE, Series 7 and Series 66 licenses showcasing a strong commitment to expanding expertise in securities regulations, investment advisory, and financial planning- Actively contributed to team development by providing support, sharing knowledge, and offering training assistance to over 10 employees, fostering a culture of continuous learning and growth -
Selected MemberCareer Advantage Mentorship Program @ Usc May 2020 - May 2023- Selected to be a member of a highly exclusive mentorship program through the Marshall School of Business and networked regularly with top executives at various finance firms- Participated in a number of hands-on workshops helping to further build upon and develop my leadership and networking skills
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General MemberUsc Global Investment Society Sep 2019 - May 2023Los Angeles, Ca, Us- Participated in meetings to further develop my knowledge of the stock market and investing- Collaborated in small groups participating in mock portfolio competitions against members -
Area Manager InternAmazon Jun 2022 - Aug 2022Seattle, Wa, Us- Managed daily shifts independently for up to 100 Amazon warehouse associates in the outbound department, ensuring seamless operations and meeting performance targets- Revamped and marketed an employee feedback system which resulted in a 1,483% growth in usage and over 15 operational enhancements - Initiated a site-wide incentive program that provided rewards for top-performing associates resulting in a 30% package processing rate increase and cost savings of $17,360 per month- Developed and communicated critical site metrics cross-functionally with senior leadership and the corporate finance department daily -
Chief Executive OfficerHealthy Pick May 2017 - Jun 2022- Established a non-profit that collected and donated crop waste from 10 farmer partnerships to serve underprivileged communities in Ventura County - Built and led a volunteer team of 50, organizing and facilitating weekly meetings to effectively coordinate and execute relief initiatives, driving impactful community support efforts- Coordinated bi-weekly harvesting efforts which resulted in the donation of approximately 6,000 pounds of produce to local food banks
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Selected ParticipantRobert J. Coury Applied Leadership Program - Usc Marshall School Of Business Jan 2020 - Jun 2020Los Angeles,Ca, Ca, Us- Attained membership to a highly exclusive USC leadership program and partook in weekly meetings- Engaged in various skill-building activities helping to improve my communication, networking, and problem-solving skills
William Campana Skills
William Campana Education Details
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University Of Southern CaliforniaGeneral -
Villanova Preparatory SchoolHigh School Diploma
Frequently Asked Questions about William Campana
What company does William Campana work for?
William Campana works for Ubs
What is William Campana's role at the current company?
William Campana's current role is Wealth Planning Associate.
What is William Campana's email address?
William Campana's email address is wi****@****zon.com
What schools did William Campana attend?
William Campana attended University Of Southern California, Villanova Preparatory School.
What skills is William Campana known for?
William Campana has skills like Business Administration, Entrepreneurship, Investments, Administration, Business.
Who are William Campana's colleagues?
William Campana's colleagues are Ethan Harro, Flloyd Rewa.
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