Jeffrey Urban

• Process new client account openings and updates in accordance with firm policies, while supporting the seamless transition of PWM teams by coordinating account migrations and operational setup. • Assist with daily Middle Office workflows by partnering with Client Relationship Associate’s to complete account maintenance updates, coordinate documentation, and work closely with PWM Risk to ensure operational accuracy and compliance. • Continue to oversee data accuracy across PWM accounts by managing the CAT/CAIS initiative, ensuring consistent and reliable reporting, and collaborating with internal teams to support regulatory compliance and operational efficiency.

• Collaborated with the Consulting Services team to enhance project efficiency and presented on alternative investment strategies, showcasing a proactive approach to optimizing William Blair processes. • Played a crucial role in the CAIS data reconciliation project, ensuring a seamless transition for Private Wealth Management in adherence to new FINRA regulations, demonstrating strong project management and regulatory compliance skills. • Developed a robust professional network within the firm, acquiring practical experience in Equity Research, Investment Management, and Investment Banking, showcasing versatility and a comprehensive understanding of various finance domains.

• Demonstrated excellence in customer service, delivering tailored recommendations and assistance to golfers, contributing to an enhanced overall experience and satisfaction for club members. • Exemplified effective communication skills to guarantee an enjoyable and productive round of play for club members.

• Led the reconciliation of monthly bank statements, playing a pivotal role in the digitization of the firm’s financial statements, ensuring accuracy and efficiency in financial reporting. • Executed comprehensive channel checks and conducted impactful research on the automotive performance aftermarket, delivering key insights that informed strategic financial decisions and optimized investment opportunities. • Engaged proactively in diverse meetings, fostering connections with colleagues through focused conversations, contributing to an informed decision-making environment within the finance team.

• Led training sessions alongside other coaches and organized scrimmages. • Mentored younger high school students, irrespective of their skill on the field. • Created relationships with players, helping them develop their skills on and off the field.

• Achieved outstanding sales performance by successfully selling over $11,000 worth of Cutco knives within a dynamic ten-week period, showcasing strong persuasion and negotiation skills. • Proactively initiated and conducted client meetings, delivering detailed and compelling product presentations, resulting in increased client engagement and satisfaction. • Exceeded in cold calling, actively identified, and connected with potential customers, demonstrating a proactive and results-oriented approach to expanding the customer base and driving sales growth.

• Welcome customers and maintain high standards of customer service • Oversee currency and credit card transactions promptly and precisely • Trained and mentored new workers as we operated as a team in order to create the best experience for the customer

• Provide personal training for youth teams to enhance game performance • Understand how to interact with young athletes as they develop a love for the game