William Kraus work email
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William Kraus personal email
As a Financial Advisor, I strive to help clients define their short and long term financial objectives and provide advice and investment solutions which help meet those objectives.
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Tax AssociateHeinz & AssociatesChicago, Il, Us
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Financial Advisor, Vp Of InvestmentsWintrust Wealth Management Apr 2022 - PresentChicago, Illinois, Us -
Registered Financial AssociateWintrust Wealth Management Jun 2021 - Mar 2022Chicago, Illinois, UsAs a Registered Financial Associate, I was asked to: - Perform general sales support for Financial Advisors - Manage existing client relationships through administrative support - Prepare Client Account Reviews and Investment Proposals alongside the Financial Advisors - Maintain the team's client and marketing databases - Develop a multi-strategy marketing plan for communications with existing and prospective clients -
Tax AssociateHeinz & Associates Jan 2022 - Apr 2022Heinz & Associates offer tax preparation and accounting work to both individual and business clients in the Chicagoland area and beyond. As a Tax Associate, I was asked to: - Prepare tax returns for a wide variety of individual and business clients - Organize and handle all tax documents, reports, and statements - Prepare Individual, Trust/Estate, S-Corp, Partnership, and C-Corp income tax returns - Establish and maintain relationships with clientele through review of their financial records - Operate a sophisticated tax preparation software to support senior tax consultants
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Professional Sales And Financial Advising InternWintrust Financial Corporation Jul 2019 - Aug 2019Rosemont, Il, UsAs a Professional Sales and Financial Advising Intern, my role included: - Utilized Excel’s “Add-in” function to create spreadsheets with live-update capability - Wrote, Edited, and Published newsletter to be sent to customers covering client services - Created marketing material to introduce full spectrum of services to clients - Contacted clients and gauged interest in new products and services -
Internal Vice PresidentPhi Kappa Psi Fraternity Apr 2018 - Dec 2018Indianapolis, In, UsThe Internal Vice President Role within the Phi Kappa Psi Fraternity entails keeping track and managing the fraternity's committees and maintaining order within the house through their work in the governing committee. - Closely relate and work with the Indiana Beta chapter's president in running chapter meetings, as well as other chapter activities and programs - Preside over the Indiana Beta chapter's executive committee, and work directly with all 15+ committee heads in weekly meetings discussing upcoming events and future programming - Head of the chapter's Governing Board, which is in charge of assigning just punishment for misconduct that may happen amongst chapter brothers -
Corresponding SecretaryPhi Kappa Psi Fraternity Oct 2017 - Apr 2018Indianapolis, In, UsThe Corresponding Secretary of a Fraternity's Colony is required to manage and submit forms related to the recolonization and chartering of the Colony. This position oversees all activities of the Fraternity and records the necessary details needed to send a detailed report to the National Fraternity.-Managed 12 separate Committees within the Fraternity-Contacted Alumni Advisers as well as the National Fraternity to ask questions and set goals for all members of the Fraternity-Oversaw the submission of forms to the National Fraternity to give updates on the Colony's chartering standards-Attended Officer Training through the National Fraternity to better grasp the importance of the role as well as fine-tune the overarching goals of the Colony -
Summer CustodianBrookpark Elementary School Jun 2017 - Aug 2017The Summer Custodian position at Brookpark Elementary School involves cleaning the entire school building, along with the surrounding satellite buildings and maintaining the grounds around the school. Often times, this includes repairing and maintaining components of the school which are necessary for students to have a safe and informative learning experience-Selected as the leader of a group of 6 other Summer-time Custodians-Corresponded between full-time custodians as well as management to complete projects in a timely manner-Led the team to finish all necessary cleaning and repairs 2.5 weeks ahead of schedule
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Sales AssociateJewel-Osco Jul 2015 - Nov 2015-Directed customers to different locations throughout the store to find the items needed-Sold items to customers, double checking to make sure no items were left out or accidentally added onto a customer's bill.-Maintained a cash drawer that matched the books held by the store location-Counted cash in drawers at the end of a business day to make sure no mistakes were made by Jewel-Osco employees
William Kraus Education Details
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Indiana University - Kelley School Of BusinessAccounting And Finance -
Lyons Township High School District 204High School Diploma
Frequently Asked Questions about William Kraus
What company does William Kraus work for?
William Kraus works for Heinz & Associates
What is William Kraus's role at the current company?
William Kraus's current role is Tax Associate.
What is William Kraus's email address?
William Kraus's email address is wk****@****lth.com
What schools did William Kraus attend?
William Kraus attended Indiana University - Kelley School Of Business, Lyons Township High School District 204.
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