William (Bill) Cosgrove, Cfa Email & Phone Number

Greater Cleveland

Hudson, Ohio, United States

Cleveland/Akron, Ohio Area

Cleveland/Akron, Ohio Area

Gyeonggi Province, Korea

• For a more detailed description of the program, please visit ⇨ https://www.korvia.com/korvia-gepik/ ⇦ The link takes you to the webpage for Korvia Consulting, an organization that helps recruit English teachers for the.
• Obtained near-100% approval rating over consecutive semesters from students, parents, and community members, reflecting a significant improvement from the previous five years of classroom management and ending the.
• Introduced novel curricula like “The History of Games,” which provided English-speaking opportunities across multiple subjects, transforming daily curricula from textbook-based lessons to interactive presentations.
• Revised step-level class materials that built upon strengths of the classroom textbook. Simplified presentations and worksheets with textbook-based images and teaching points that allowed PowerPoint files to serve as.

Cleveland/Akron, Ohio Area

• Reporting to the COO and President, I served multiple functions within asset allocation, investment management, and portfolio analysis. These responsibilities included mutual fund and alternative investment research.
• Reconfigured $100 million AUM of equity and alternative allocations, allowing flexibility within the asset allocation model. Initiated new modeling capabilities within our Envestnet | Tamarac system to improve the.
• Established Morningstar Direct as the new, primary investment research tool. Reinforced new fund selection protocol and tested proxy portfolios and external data sources to develop a new ESG asset allocation model..
• Assumed multiple responsibilities during client interactions, including retirement planning and trade operations. Kept current both Salesforce and investment policy statements. Led firm-wide trades up to $30 million.
• Led as point of contact for 10 defined contribution plans. Created quarterly and annual portfolio and investment performance reports to serve the retirement plan, providing performance reports as requested..

Cleveland/Akron, Ohio Area

• I served under Treasury Management Sales Officers (TMOs) as a mediator for internal and external partners through product education, project management, and client outreach. Both new and existing relationships required.
• Assumed responsibility mid-project for multiple TMOs without prior internal or external relationships. Received cold calls from relationship managers for industries such as health care and manufacturing asking for an.
• Renewed services for clients inactive for several years, resulting in 20 new corporate accounts with reporting services. Navigated the company’s intraweb for client information, services, and relevant paperwork to help.

Cleveland/Akron, Ohio Area

• Under the supervision of a bank manager and regional service supervisor, balanced cash transactions, customer service, and sales opportunities while forming unique relationships with both clients and one-time visitors..
• Averaged 90%+ satisfaction rate based on customer surveys. Customer surveys initiated at random based upon a pre-selected service or service interaction. Increased product competence through midday online training and.
• Held accountable as team leader for bank lobby management upon sudden resignation of both managers. Converted branch preparation time into service reviews and consolidated responsibilities for colleagues. Reviewed.

Bolivia, South America

Underneath the supervision of a German benefactor and local Catholic nuns, I worked with fifteen vocational leaders and other professionals to integrate basic business concepts into vocational classes for junior high and high school boarding students. Principles such as budgeting, marketing, and management were discussed during monthly meetings, and these.

Mba, Finance, Management

✔Full-time, evening classes on John Carroll's campus in University Heights, OH ✔Core classes centered around Emotional Intelligence and.

Bachelor'S, Finance

✔Big Brothers Big Sisters volunteer, 4 years ✔Philanthropy Chair, Delta Upsilon fraternity ✔Luxembourg Study Abroad Program, Fall 2005

High School Diploma, College/University Preparatory And Advanced High School/Secondary Diploma Program