William Turner, Cfa, Caia Email & Phone Number

New York, NY, US

New York, New York, United States

MSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert.

New York, New York, United States

New York, New York

Overall relationship management. Account sales and service - including account reviews and face-to-face meetings. Prospect transition analyses, advisor sales & marketing support, portfolio and platform questions, firm/product info.

• Support business development covering RIAs, MFOs and FOs in the Southeast, a newly carved-out territory
• Coordinate and participate in prospective client and client meetings both on-phone and in-person
• Consult with prospects or clients to find customized solutions for their specific situation
• Establish client service standards tailored to the advisor or client needs
• Broaden client awareness on the large spectrum of product solutions offered at Parametric

• Optimized more than 1,000 prospective accounts using proprietary Portfolio Management software
• Coordinated with internal teams regarding client due diligence/reporting requests
• Created, distributed and reviewed client-specific monthly and quarterly reporting
• Assisted in ad-hoc reporting requests from internal and external teams
• Trained new members of the team to be proficient in applicable systems

• Communicated client-specific account instructions to the appropriate internal departments
• Coordinated with Broker/Dealers, RIAs, and TAMPs to ensure onboarding accuracy
• Processed a high volume of daily activities under a strict deadline while maintaining strict attention to detail
• Adapted to a dynamic environment through critical thinking skills

Greater Seattle Area

• Utilized a consultative approach in developing an Investment Policy Statement for my clients
• Built lasting relationships and established myself as my client’s financial leader
• Developed a teacher recognition program for 25 schools with about 2,000 employees
• Utilized a wide variety of networking tactics to create brand recognition
• Created and delivered customized presentations to groups and one-on-one meetings

• Obtained the rank of Sergeant in three years
• Ensured the safety and responsibility of the twelve Marines under my command
• Supervised live fire, practice operations for 150 marines
• Demonstrated the ability to accurately engage and perform tasks during combat operations
• Promoted and developed leadership skills to the Marines under my command

Utilized extensive memory skills and attention-to-detail to remember preferred beverages of repeat clientele.Worked in a high pressure, high paced environment.Kept an accurate till while also making countless drinks per day.