Kevin Williams: Financial Planner in Corona, CA

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.

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

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.

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.