William Morris - Senior Vice President Resume Simple
Seeking a position in a progressive organization where I can utilize my skills and experience in the field of finance and accounting. I am a self-motivated, and organized professional with a strong work ethic.
  • brokerage, banking, clients, p l
  • brokerage, mentor, trading, commodities, p l
  • 2017-12-252017-12-25

    Senior Vice President

    Fidelity Investments

    • Responsible for the brokerage and investment management of the firm. Managed the P&L and banking relationships for the clients.
    • Led the successful implementation of a new accounting system, which included the development of a new chart of accounts, and the creation of a financial reporting package.
    • Successfully managed the financial planning and analysis of a $1.5B portfolio of a multi-million dollar private equity firm.
    • Successfully managed the firm's largest client in the US, Canada, and Mexico. The project included the development of a new global business model, a comprehensive financial model, and the creation of a new product.
    • Implemented a new financial reporting system, which included the creation of a new chart of accounts, and the implementation of a new accounting software.
  • 2017-12-252017-12-25


    Miami Dade Ambulance

    • Created a new and used financial model for the CFA Institute, which was used by the global traders and the corporate Finance team to develop a more efficient and effective trade show.
    • Financial Analyst-responsible for the P&L and trading of the company‚Äôs largest global business. I was the primary liaison between the corporate and the international division.
    • Built a brokerage platform for the commodities group to increase the market share. the first time in the company was a major role in the launch of the new product.
    • Created and delivered presentations to the CEO and CFO on a weekly basis. Developed a mentor guide for the team.
    • Assisted in the development of a new product launch and the first time in the company. Developed a strategic plan for the company.
    • Developed and maintained relationships with institutional investors and traders. Provided investment advice and guidance to the client. Coordinated with the investment team to ensure the optimal execution of trades.