William Neely, CFP®

Senior Analyst, Client Advisory Team at Tolleson Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas, Texas, United States, US
Languages
  • Latin Professional working proficiency

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Senior Analyst, Client Advisory Team
      • Jan 2023 - Present

    • Analyst, Client Advisory Team
      • May 2021 - Jan 2023

    • United States
    • Defense and Space Manufacturing
    • 700 & Above Employee
    • Proposal Managment Associate
      • May 2020 - May 2021

      - Conduct Price to Win analysis in support of routine and strategic captures ranging in size and complexity upwards of $50M - Collect and analyze strategic and tactical competitive intelligence from open-source data. Lead data extraction engagements with Subject Matter Experts - Build predictive cost and offering models to develop PTW and design-to-cost recommendations, which predict competitor bids within 5% of their actual submittals - Conduct Price to Win analysis in support of routine and strategic captures ranging in size and complexity upwards of $50M - Collect and analyze strategic and tactical competitive intelligence from open-source data. Lead data extraction engagements with Subject Matter Experts - Build predictive cost and offering models to develop PTW and design-to-cost recommendations, which predict competitor bids within 5% of their actual submittals

    • United States
    • Banking
    • 700 & Above Employee
    • Commercial Lending Intern
      • Jun 2019 - Aug 2019

      - Conducted credit analysis using financial statements in order to assist with lending decisions in accordance with policy - Managed day-to-day duties including processing lending paperwork and preparing closing documents - Participated in sales calls/visits with lending team members and assisted customers with loan processing questions - Conducted credit analysis using financial statements in order to assist with lending decisions in accordance with policy - Managed day-to-day duties including processing lending paperwork and preparing closing documents - Participated in sales calls/visits with lending team members and assisted customers with loan processing questions

    • United States
    • Civic and Social Organizations
    • 1 - 100 Employee
    • Undergraduate Fellow
      • May 2018 - Jul 2018

      - I was chosen to join 15 other students from around the nation to participate in this competitive leadership program. - Engaged in dynamic leadership education curriculum through the context of George Washington and a community service-focused cause. - Interacted with nationally recognized corporate, government, and military leaders in the nation's Capitol. Created an action plan to increase student usage of the University of Arkansas Food Pantry - I was chosen to join 15 other students from around the nation to participate in this competitive leadership program. - Engaged in dynamic leadership education curriculum through the context of George Washington and a community service-focused cause. - Interacted with nationally recognized corporate, government, and military leaders in the nation's Capitol. Created an action plan to increase student usage of the University of Arkansas Food Pantry

    • United States
    • Executive Offices
    • 1 - 100 Employee
    • Correspondence Intern
      • Jul 2017 - Aug 2017

      - Implemented an office-wide mail archiving record for direct communication with the First Lady. - Welcomed office guests as hospitality representative of the President. - Conducted day-to-day tasks as needed and met with the Chief of Staff regularly. - Implemented an office-wide mail archiving record for direct communication with the First Lady. - Welcomed office guests as hospitality representative of the President. - Conducted day-to-day tasks as needed and met with the Chief of Staff regularly.

    • United States
    • Investment Management
    • 100 - 200 Employee
    • Intern
      • May 2017 - Jul 2017

      - Rebranded and rebuilt company website, including writing content for investment product pages. - Evaluated media opportunities for continuity with company goals and target demographics. - Created a database engine to collect and update employee pictures, biographies, job descriptions, and job titles. - Rebranded and rebuilt company website, including writing content for investment product pages. - Evaluated media opportunities for continuity with company goals and target demographics. - Created a database engine to collect and update employee pictures, biographies, job descriptions, and job titles.

Education

  • University of Arkansas
    BSBA, Finance, Banking
    2016 - 2020

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