Kevin Williams: Financial Planner in Corona, CA
Kevin Williams
Financial Planner
Corona | United States
Skills
No information
Interests
Concerts
Road race instructing
Industries
Bike
Creative Agencies
Lifestyle
Moto & Powersports
Outdoor
Summary
Activity
Projects
No information
Work experience
FLIP Creative Consulting
Financial Planner | 10/2015 - Current
In collaboration with business owner, direct all office activities, including staff scheduling and weekly meeting preparation, streamlining office efficiency. Provide clients with long-term financial planning. Highlight a book of business including individual and group life, accident, health, and disability insurance. Coordinate with individuals and businesses, providing sound financial advice. Oversee overall business development of the organization, in addition to providing notary services. Create and update all social media content for company, including LinkedIn, Google Business, Facebook, and YouTube.
• Developed organizational structure for startup institution, providing business oversight and execution of strategic initiatives.
• Facilitated organizational efficiency through digitization of documents and record keeping.
• Conceptualized, built, and continually modify company website, allowing client utilization of web portal for appointment setting activities.
AES Marketing Group
Creative Marketing Manager / Technical Specialist / Event Manager | 07/2016 - Current
Oversee organization’s presence at trade shows, events, and concerts. Coordinate travel to automotive trade shows, collaborating with automobile manufacturers and dealers. Recruit, train, and manage staff at events. Showcase marketing skills through the creation and design of graphic artwork highlighting new concepts, client projects, build proposals, and social media. Assume role of Technical Specialist at events, ensuring smooth operation of staff electronic devices. Serve as liaison for clients, ensuring that projects progress well from concept through deployment.
• Demonstrate technical background in electronics, wiring audio and video equipment for events, ensuring efficient operation and building organizational credibility.
• Increase technological presence of clients by creating web-based content and updates, including social media.
• Successfully meet all clients’ needs, increasing revenue for both the client and AES Marketing Group.
• Streamline projects and events through
AVID INK (Advanced Visual Image Design)
Director of Purchasing and Production | 07/2013 - 09/2015
Oversaw work schedule and deadlines for over 100 employees in multiple departments throughout the organization. Spearhead daily duties of the Purchasing and Production Department, ensuring accurate tracking of materials and services while meeting institutional benchmarks for budget constraints and cost control. Consistently evaluated products and services rendered by current and potential vendors. Directed building operations, including maintenance and equipment repairs.
• In the first year with the company, evaluated and negotiated materials and labor costs, leading to annual savings of $750K.
• Effectively compiled and evaluated company-wide costing reports.
• Examined and identified budget efficiencies and offered future budgetary improvements and recommendations.
• Collaborated with company Presidents, Directors, and Department Heads, upholding all relationship expectations in a mutually beneficial manner.
• Streamlined shipping and receiving processes.
YGL Management and Consulting
Athlete Brand Marketing Manager / Business Consultant | 07/2012 - 07/2013
Coordinated with law enforcement agencies concerning updated motor patrol equipment. Collaborated with multiple professional motorsport athletes in relation to sponsorship programs. Discussed cross-branding sponsorship opportunities with professional athletes.
• Exceeded company benchmarks through solid costing and purchasing evaluations and recommendations.
• Increased marketing presence through conceptualizing and deploying artwork and modifying projects to meet the needs of independent marketing companies.
Troy Lee Designs
Custom Paint Department Manager | 12/2001 - 07/2012
Directed and developed staff of artists, painters, and designers, in addition to overseeing all sales for the organization. Analyzed departmental P&L reports, making recommendations where applicable. Coordinated public relations for athletes and for all racing operations. Represented the organization traveling to numerous racing events during the year. Handled administrative duties, including daily work schedules, reporting, budgeting, and contract management.
• Over the course of one year, turned department around, from a budget-negative entity to a self-sufficient and profitable department.
• Streamlined and restructured processes to more efficiently utilize materials and labor.
• Negotiated pricing and redefined purchasing practices, dramatically decreasing monthly spending and increasing profits.
Education history
ITT Tech
Associates of Applied Science in Electronics Engineering Technology | 1993 - 1995
Connections
Companies (0)
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