Assistant@ Integris Wealth Management
Monterey, California, United States
William Perkins
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FlashIntel GPTWilliam Perkins is a highly skilled professional with 6.5 years of work experience. He is proficient in customer service, Microsoft Excel, leadership, Microsoft Word, Microsoft PowerPoint, and public speaking. Based in the United States, William has worked in various roles, including Assistant at Integris Wealth Management and Front Desk Agent at Pebble Beach Resorts. He also has experience as a Student Assistant II and Lead Desk Clerk. With a strong background in research and analytics, William is a valuable asset in any organization.
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Emails and Phone Numbers
Work Experience
Assistant
Financial Services
William Perkins's Professional Milestones
- Front Desk Agent (2018-10-01~2019-03-01): Achieved exceptional service delivery, providing exceptional customer service for clients.
- Assistant (2019-03-01~): Achieved best efficiency and productivity, resulting in increased productivity and decreased expenses.
Skill
Customer Service
Microsoft Excel
Leadership
Microsoft Word
Microsoft Powerpoint
Public Speaking
Certification
Colleagues
Heidi Bohn
detail oriented specializing in customer service needs
Alex Black, CFP®
Comprehensive Financial Planner
Allison Barrientos, CPA, CFP®
partner at integris wealth management
Kay Oh
Paraplanner
Jessica Knott
Intern
Other Named William Perkins
Frequently asked questions
We found 1 William Perkins's email addresses
We found 1 William Perkins's phone numbers
William Perkins's social media include: Linkedin,
William Perkins works for Integris Wealth Management
William Perkins's role in Integris Wealth Management is Assistant
William Perkins works in the industry of Financial Services
William Perkins's colleagues are Heidi Bohn,Alex Black, CFP®,Allison Barrientos, CPA, CFP®
William Perkins's latest job experience is Assistant at Integris Wealth Management
