William Neely, CFP®
Senior Analyst, Client Advisory Team at Tolleson Wealth Management- Claim this Profile
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Latin Professional working proficiency
Topline Score
Bio
Experience
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Tolleson Wealth Management
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United States
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Financial Services
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100 - 200 Employee
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Senior Analyst, Client Advisory Team
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Jan 2023 - Present
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Analyst, Client Advisory Team
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May 2021 - Jan 2023
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L3Harris Technologies
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United States
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Defense and Space Manufacturing
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700 & Above Employee
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Proposal Managment Associate
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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
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Simmons Bank
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United States
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Banking
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700 & Above Employee
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Commercial Lending Intern
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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
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Mount Vernon Leadership Fellows
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United States
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Civic and Social Organizations
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1 - 100 Employee
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Undergraduate Fellow
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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
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Office of George W. Bush
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United States
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Executive Offices
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1 - 100 Employee
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Correspondence Intern
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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.
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Westwood Holdings Group, Inc.
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United States
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Investment Management
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100 - 200 Employee
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Intern
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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.
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Education
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University of Arkansas
BSBA, Finance, Banking