William Wright

-- White Plains NY Skills • • • • • • • • Outreach Lead Generation Calls Confident Skilled Interpersonal Communicator Salesforce Platform Knowledge HubSpot Platform Experience Microsoft Excel Microsoft Office Education 01/2020 Bachelors: Economics Washington State University Pullman, WA WILLIAM WRIGHT Summary Dynamic and results-oriented professional with a proven track record at Day0 Cybersecurity Institute, adept in lead generation calls and skilled interpersonal communication. Excelled in utilizing Salesforce and HubSpot platforms, surpassing sales quotas consistently. Cultivated strong client relationships and enhanced financial advisors' asset management at Morgan Stanley, demonstrating exceptional outreach capabilities and a confident approach. Experience Day0 Cybersecurity Institute - Program Advisor White Plains, NY 09/2024 - Current • • • • Prospect leads through Inbound/Outbound cold calling and emailing Providing a personalized experience for each candidate based off their goals Maintain a customer database through CRM Platforms Consistently achieve sales quotas and goals throughout the month Barnum Financial Group - Financial Services Representative NYC, NY 06/2023 - 09/2024 • Company Overview: Financial Services • Prospecting and obtaining clients through the Leads program and social media • Built a strong understanding of financial services products such as annuities and life insurance • Maintain relationships with clients after we provide financial solutions for them • Financial Services Morgan Stanley - Digital VEA Purchase, NY 04/2022 - 05/2023 • Utilized Morgan Stanley's tools for enhancing Financial Advisors' client engagement. • Developed personalized communication strategies. • Cultivated productive relationships with Advisors. • Facilitated advisors' efforts to expand their total assets under management.