William Overstreet

Experience

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  USAF

  Jul 2005 - Apr 2014

  Soldier
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  BNY Mellon

  Feb 2017 - Jan 2019

  Accountant

  A specialist multi-asset investment management firm dedicated to serving sophisticated investors globally, providing clients with high-quality single and multi-asset investment solutions using both active and passive strategies. Coming together in 2018 through the combination of Mellon Capital, Standish, and The Boston Company, the combined asset manager has the scale and investment capabilities to offer institutional and intermediary clients a broad range of specialist investment solutions. The Boston Company, Standish and Mellon Capital are product brands of BNY Mellon Asset Management North America.Our group provides all trading-related services to a Boston-based asset management firm, with a global, multi-asset investment footprint. Help us build a fast-paced, ambitious, yet cerebral and collegial culture of a start-up effort, while enjoying the benefits of an established, stable asset management firm and one of the world’s greatest financial services companies.Data Intelligence Analyst - ResponsibilitiesThe Data Intelligence Analyst is responsible for commission management, brokerage activity reporting and bench-marking. In this role, the candidate will partner internally with colleagues from the Investment Teams, Trading, Portfolio Implementation, Compliance, Sales, Marketing, IT, Client Service and Asset Management Operations, and externally with sell-side brokers and technology vendors.Main areas of responsibility include but are not limited to:Commission Management Produce and distribute monthly overall commission statements to Trading and Senior Management Prepare Soft Dollar activity reconciliations Produce and distribute quarterly client reports, and quarterly and annual board reports, on commission activity, including soft dollars Ensure compliance with appropriate regulatory regimes regarding client commission usage across all relevant global markets Show less

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  Edward Jones

  Jan 2019 - Jun 2021

  Financial Advisor

  • Summarized research findings for stakeholders using MS Office and meetings, including charts, spreadsheets, emails, proprietary software systems, and other software to accomplish the task.• Wildly exceeded client expectations by exceeding personalized financial plan targets in 96% of cases, ensuring income protection and principal growth for most taxpayers.• Assists investors with making wise decisions regarding their long and short-term planning, saving over 23% of the assets from tax liabilities, profit loss, and other preventable sinkholes.• Responsible for a Key Investment Services book of business clients valued at more than $50M, grew book of business to $58M by the end of the first year through hard work and knowledge of GAAP. Show less

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  Bank of America Merrill Lynch

  Aug 2022 - now

  Assistant Vice President

  • Developed and implemented data-driven models, optimizing client portfolios and strategies, resulting in 15% increase in projected financial independence and sustainability for stakeholders.• Set measurable work objectives to implement performance and data driven initiatives, resulting in a 22% increase in team productivity and milestone progress rate.• Reduced client churn by 10% by identifying trends and patterns in clients using data analysis and developing targeted interventions.• Increased operational efficiency 15% by automating data-driven processes and workflows.• Developed new revenue streams by 25% by identifying untapped market opportunities through data analysis and market research.• Participates in case design and meeting preparation managing client deliverables in accurate ways to stakeholders to reduce confusion, increasing client retention by over 75% per quarter.• Enhanced stakeholder understanding and decision-making by 20% through the application of innovative data retrieval, data visualization, and storytelling techniques to deliver actionable insights and navigate complex scenarios. Show less