William Joczik

• Processed transactions, opened accounts, and performed account maintenance

• Handled branch servicing duties and used problem-solving skills to address customer inquiries effectively

• Led kitchen operations at Venice Kitchen, overseeing menu innovation and training new employees in a fast-paced environment.
• Collaborated with the general manager and owner to allocate funds for kitchen supplies, ingredients, and equipment.

• Managed a $500,000 large-cap equity portfolio, designing long-term investment strategies and preparing performance reports.
• Collaborated with student volunteers to place trades and optimize investment decisions for the Financier's Club at the University of Mississippi

• Served on finance committee of fraternity with more than 300 members to allocate annual inflows of 1.2+ million dollars for philanthropy, events, and member meals.
• Analyzed financial data to ensure efficient use of member dues and maximize impact on fraternity community.