William Lawton Email and Phone Number

Assists clients with in-depth retirement questions and issues around a multitude of transactions, retirement accounts, and small business retirement plans. Also achieved a loan position with the Registration and Licensing team to assist with U4 & U5 filings, along with other responsibilities assisting our compliance department for 6 months.

• Created sitemaps and keyword spreadsheets after competitive analysis for our customers website or blog content • Wrote, edited, and finalized website and blog content • Assisted with website building • Communicated with senior management to ensure high-quality content for front page ranking of our customers• Updated company website content and layout to Wordpress

• Created and provided documents, reports and information to the CEO and external clients• Organized project sites and office visits for partners and potential investors, including booking flights, hotel stays, and ground transportation• Interacted closely with potential clients and investors during site visits, hotel stays, meetings, and entertainment• Followed-up with constituents both in and out of the company to keep those involved on up-to-date• Updated and maintained website content, and assisted in website design• Supervised Seagate’s mining and construction projects and ensured project deadlines were met• Attended meetings with senior officials, investors and potential clients; recorded, edited, and distributed meeting minutes to keep all parties up-to-date