William Green
Financial Services Professional @Gfi Global Financial Impact
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WORK HISTORY
Financial Services Professional @Gfi Global Financial Impact
Atlanta, GA, US
Provide personalized financial advice to assist clients in achieving their financial goals, including developing comprehensive financial plans based on thorough assessments of assets and liabilities.• Advise on investment strategies and portfolio management, focusing on optimizing returns and effectively managing risk.• Assist with retirement planning, education funding, estate planning, and other wealth management services to promote long-term financial security.• Educate clients on investment products and services, implement investment recommendations, and adjust portfolios to align with market changes and client goals.
EDUCATION
Stetson University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
ABOUT WILLIAM GREEN
Former professional basketball player turned Financial Services Professional with nine…
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