William Edwards Email & Phone Number

Rockwall, Texas, United States

Acquired an Exclusive Allstate Agency that serves 3,000+ clients. We are proud to offer 65+ years of financial and insurance service experience to our clients via a staff of five.

Houston, Texas Area

Real Estate Limited Liability Company formed to acquire, renovate, market and resell residential properties at volume.Equity partner. Responsibilities are broad including marketing oversight, property acquisition and purchase negotiation, project management and cost containment, portfolio management, asset disposition, revenue forecasts. Fostered all vendor and contract labor relationships. Hobby turned to a business.Startup Development ♦ Project Management ♦ Marketing Strategy ♦ Success Through Influence♦ Key member of a partnership of four who have taken a company from concept to creation to operation and did so profitability. Seed capital acquired through both bootstrapping and angel investors. Proven to thrive within fast paced, high pressure environments.♦ Successful management of (on average) 16 renovation projects per year. Honed ability to multi-task managing 6 or more renovation projects at a given time.♦ Implement strict P&L controls to maintain a partnership desired operating profit of 15%. ♦ Serve as a catalyst for creating, formulating and implementing marketing strategies to capitalize upon off-market (unlisted) property acquisitions. Considerable knowledge in social media and direct mail marketing.♦ Perform heavy data analysis and marketplace research to identify high potential profit locations for marketing and property acquisitions.♦ Created a marketing program targeting independent real estate agents and their unsaleable properties. Presented through public speaking engagements at large Houston area networking events. 30% of property acquisitions come through this process.

San Antonio, Texas Area

$100 million firm providing financial planning services and investment products through our banking partner’s retail platforms.Retained to recruit, train and maintain a sales team of 100+ financial advisors and their key bank relationships, accounting for near 50% of overall firm revenue. Oversaw a home office team of seven who were spread across the functions of HR, marketing, customer service, business development, compliance and recruiting. Created a Financial Planning division employing a staff of six.Revenue Growth & Recruiting ♦ Change Management Negotiation ♦ Strategy/Mission & Vision Planning ♦ Team Development ♦ Delivered consistent year-over-year revenue improvement. Besting stated EBIT goals by an average of 114% the last four-years. Sales team retention exceeded 94% during my tenure.♦ Increased bank partner’s client base penetration by 163% in a three-year period.♦ Facilitated and guided division leaders in formulating a new consultative sales approach vs. traditional transaction based. Results included a 16% increase in client retention and a 12% jump in average revenue per client over a 2-year period. Drove product penetration from 1.6 per client to 3.4 within 18-months.♦ Successful re-negotiation of seven key relationship contracts. Required additional support and resource commitment by both parties to obtain specific revenue targets that averaged 15% year-over-year gains.♦ Won CEO and Board approval for newly defined vision and mission developed via key client focus group. National Conference Chairperson & Speaker leading a group of 16 home office personnel in sales and marketing content development.♦ Developed “think tank” sales High Performance Teams spread across the country to engage our sales team with their peers. Restricted management access to HPT’s who were only allowed to function as moderators.

Houston, Texas Area

$10 Billion Fortune 500 company offering fee based financial & legacy planning consulting through their independent financial advisor network.Recruited to head the Texas division consisting of a sales team of 225+ and return it to profitability. Responsible for all sales activities including compliance to securities industry regulation, development of training and education materials, division growth and distribution of $4 million marketing budget. Profitability Turnaround ♦ Organization Growth & Recruiting ♦ Customer Service Experience♦ Returned division to a 14% EBIT within 14-months, ranking it among the top three divisions within the financial sales group.♦ Within two-years positioned as the top recruiting division in the country. Growing the sales team by an average of 27 hires per year.♦ Drove sales team annual client acquisition average from 9.2 to 19 over a two-year period. Ranked the #2 division at AMP for client growth in the country.♦ Independent study shows client satisfaction rose from 76% to 89% within one-year. Developed and published a set of franchise client interaction standards for the national sales team. Instituted a network of mystery shoppers who annually visited and graded our sales staff regarding their adherence to such. Created training modules to address individual shortcomings.

Houston, Texas Area

Bba, Finance

Activities and Societies: Kappa Alpha Amumni

Education record