William Floyd

Wealth Management • Client Advisory • Business Development • Strategic problem solver who leverages all available resources to deliver sustainable actions that steadily progress clients toward their financial goals.

Role
Financial Consultant at Wedbush
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About William Floyd

An informed advisor, skilled relationship builder, and compassionate client-centric…

Experience

  1. Financial Consultant

    Wedbush

    Jun 2025 — Present · Dallas, TX, US

Education

  • Southern Methodist University

    Bachelor of Business Administration (BBA)

  • SMU Cox School of Business

    Master of Business Administration (MBA)

Skills

  • Marketing
  • Sponsorship
  • Social Networking
  • Social Media
  • Sports Marketing
  • Public Relations
  • Social Media Marketing
  • Microsoft Excel
  • Powerpoint
  • Online Advertising
  • Microsoft Office
  • Business Development
  • Advertising Sales
  • Digital Marketing
  • Relationship Marketing
  • Marketing Research
  • Direct Mail Campaigns
  • Event Planning
  • Advertising
  • Event Management
  • Market Research
  • Marketing Communications
  • Facebook
  • Spanish

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William Floyd — Financial Consultant at Wedbush in Dallas, TX, US | Unifers