1. William E. Stark
19820 N. 13th
Ave. Unit 236 602-810-1090
Phoenix, AZ 85027 starkbill@gmail.com
PROFILE SUMMARY
• Licensed for Series 7, Series 63 and Series 66, Life and Health Insurance, and passed the first two
modules for the Certified Financial Planning Designation
• Property and Casualty Insurance License
• Excel at interfacing with others at all levels to ensure organizational goals are attained
• Proactive approach has resulted in capturing up to 60 accounts monthly
• Perform extensive industry analyst, company analysis, and recommendations.
TECHNICAL SKILLS AND ABILITIES
• Proficient with Microsoft Office Applications and competent in computer and network diagnostics
• Familiar with web site development applications
• Public Notary
EXPERIENCE
State Farm Insurance Agency 12/15-Present
Agent Team Member
• Sell all lines of insurance and financial products.
• Consistently hit weekly and monthly sales goals.
• Cold call prospective customers to try and turn them into clients.
Safe Management 01/15-Present
Security Guard
• Super Bowl Security
• Arizona Guard Card
• Trained in using wanding device and checking bags
USAA 01/15-06/15
Insurance Salesman
• Received inbound calls from new members as well as built new relationships with new members
• Sold different lines of banking and property and casualty insurance products including Auto
Insurance, Renters Insurance, Valuable Personal Property Insurance, checking and savings
accounts
Chase, Phoenix, Arizona 12/13-10/14
Relationship Banker
• Establish customer accounts, assist customers with account related issues, and talk to clients about
investment opportunities at Chase
• Assist with new mortgages and refinancing of current mortgages, including originate home equity
lines of credit and vehicle loans
• Branch manager on duty
Merrill Lynch, Chandler, Arizona 04/11-12/13
Financial Adviser
• Probed for consolidation of client’s accounts

2. • Assisted clients with reaching financial goals by establishing holistic financial plans and giving
retirement advice
• Proactively reached out to clients by phone and assisted with additional projects as needed

3. Charles Schwab, Phoenix, Arizona 11/08 to 4/11
Registered Representative
• Promoted to Proactive Outreach Team after 14 months
• Probed for consolidation of outside accounts
• Assisted clients with reaching financial goals and client’s portfolio construction
• Assisted with operational issues as in creating a workflow chart for Quality Assurance
• Subject matter expert for Active Trader, Quality Assurance, fixed income
• Trained in technical Analysis for trading equities
Sun Country Credit Union, Phoenix, Arizona 02/08 to 11/08
Teller
• Set up individual retirement accounts
• Opened and managed accounts and identified and sold financial opportunities
• Handled cash
Phoenix College, Phoenix, Arizona 02/05 to 12/07
Computer Lab Supervisor
• Supervised evening computer lab
• Helped students with assignments using Microsoft Office, complete assignments in Math and
Economics and with homework in a variety of business classes
EDUCATION
Southern New Hampshire University 2014 to Present
Working on Masters of Business Administration
Current G.P.A. is a 4.0
Arizona State University, Tempe, Arizona 2006-2008
B.S. Global Business with Finance Concentration