William Rivera

Background

About William Rivera

I am a results-oriented professional with a Bachelor of Science in Business Finance from The University of Texas at Dallas. With a strong foundation in finance, I have garnered valuable experience in the construction and investment sectors, showcasing my ability to excel in diverse and challenging environments.Project Manager from June 2020 to July 2022. In this role, I collaborated with cross-functional teams, including architects and project managers, streamlining project completion through the application of operations research principles. My role evolved, and I currently serve as an Accounting Bookkeeper, demonstrating proficiency in financial management through the use of QuickBooks and employing applied mathematics to calculate profit and loss statements for various projects.In my current role at Fisher Investments as a Junior U.S. Private Client Group member since July 2022, I serve as a liaison between high-net-worth clients and specialists, facilitating comprehensive financial planning and addressing client needs in areas such as Social Security and Medicare. This role requires a keen eye for detail and a strong commitment to client satisfaction.Furthermore, my academic projects, particularly in Social Impact Marketing with Plano ISDEF, highlight my strategic thinking and analytical skills. I collaborated on initiatives to boost contributions by applying data research principles, conducting cost-benefit analyses, and ensuring optimal resource allocation.In my current role at Fisher Investments as a Junior U.S. Private Client Group member since July 2022, I serve as a liaison between high-net-worth clients and specialists, facilitating comprehensive financial planning and addressing client needs in areas such as Social Security and Medicare. This role requires a keen eye for detail and a strong commitment to client satisfaction.My technical skills include advanced proficiency in Microsoft Office (Word, PowerPoint, Excel, Access), and I hold a Data Camp Python Certification. Additionally, I am well-versed in Sales Force. With advanced proficiency in both English and Spanish, I bring effective communication skills to diverse professional settings. Overall, my diverse skill set, educational background, and hands-on experience make me a valuable asset in finance, project management, and client relations.