William Hennum, MSF

Experience

• 

  CSG Partners, LLC

  Sept 2010 - Jan 2013

  Financial Analyst

   Evaluated performance and trends of four client portfolios Compiled various fund’s financial data and assessed potential investment opportunities for clients Attended prospective investor meetings with senior management

• 

  Banes Capital LLC

  Jan 2013 - Jan 2014

  Assistant Vice President

   Contacted financial institutions to evaluate potential loan and investment needs Utilized strong numerical and analytical skills to produce beneficial returns for potential investors Leveraged attitude and ability to be successful in high pressure environment

• 

  Human Movement Management

  Jan 2014 - Jan 2015

  Coordinating Advisor

   Worked with city officials in over 12 cities, to ensure all necessary permits and licenses were accounted for and that HMM was within all appropriate codes Led team’s efforts to collaborate with vendors and sponsors at the different venues and cities Led a team in charge of constructing obstacles and preparing for participants

• 

  Raymond James Financial, Inc.

  Jan 2015 - Dec 2016

  Financial Analyst

   Generated and presented 20+ investment reports to clients with information regarding portfolio performance, asset allocation, risk vs. return, and various portfolio metrics Analyzed privately-held companies financial data to gather accurate valuations for thinly-traded securities Resolved portfolio-related issues using various financial systems including Bloomberg Terminal, Interactive Data, Morningstar, and Thomson Reuters

• 

  FRSTeam, Inc.

  Dec 2016 - Aug 2018

  Financial Analyst Manager

   Developed monthly budgets, margins, and forecast for monthly meetings with CEO Transitioned to Florida to manager and coordinate efforts in the greater Central Florida territory: greater Tampa Bay area, Orlando, Fort Myers, Ocala, and Naples markets Managed opportunities and developed strategic relationships with new and existing clients, consistently surpassing sales goals while maintaining the highest retention rate of new clients Implemented business development initiatives by collaborating with internal and external business partners and securing new accounts Responsible for high volume territory: Memphis, TN, Northeast Arkansas, and North Mississippi markets Show less

• 

  MGE MANAGEMENT EXPERTS, INC.

  Aug 2018 - Jul 2019

  Product Manager

   Developed and implemented new referral system to increase sales Traveled across United States and Canada hosting seminars to showcase products and services to dental professionals  Analyzed dental office operations and sales to help clients achieve goals Helped manage the implementation of a new Customer Relationship Management Program

• 

  Maxim Healthcare Services

  Jul 2019 - Jan 2022

  National Recruitment Manager

  Utilizes lead referral sources in addition to database mining and competitor recruiting to identify candidates who are interested in opportunities within the business line•Effectively communicates what the business line has to offer candidates to create a positively different experience•Negotiates salary, benefits and stipends to insure an acceptable company profit margin•Monitors employees' performance during their assignment; this includes regular communication, overseeing payroll, conflict resolution, and employee retention•Meets and exceeds established hiring goals, budgets, and performance standards•Develops recruiting strategies and skills and takes advantage of networking opportunities•Manages and determines profit margin •Tracks and reports productivity and weekly activity to ensure that the minimum company expectations are met or exceeded Show less

• 

  Craft Asset Management

  Jul 2020 - now

  Director Of Client Services