William Varwig
About William Varwig
William Varwig is a Client Relationship Specialist at TD Ameritrade with a background in finance and operations analysis.
Title
William Varwig holds the position of Client Relationship Specialist at TD Ameritrade.
Current Role at TD Ameritrade
William Varwig has been serving as a Client Relationship Specialist at TD Ameritrade since 2020 in Cincinnati, Ohio. His responsibilities include managing the branch email box and maintaining the professional appearance of the branch. He has also completed dual registration with both Charles Schwab and TD Ameritrade, and trained three employees to perform daily operations at the branch.
Previous Experience at Anthem Inc.
Prior to joining TD Ameritrade, William Varwig worked at Anthem, Inc. as a Financial Operations Analyst from 2018 to 2020 in Mason, Ohio. In this role, he was responsible for analyzing financial operations to enhance efficiency and support strategic planning efforts.
Educational Background
William Varwig obtained a Bachelor of Business Administration (BBA) in Finance from the University of Cincinnati Carl H. Lindner College of Business, where he studied from 2008 to 2013. He completed his high school education at Sycamore High School from 2004 to 2008.
Career Beginnings
William Varwig began his career in various roles, including a Bank Teller at General Electric Credit Union in Mason, Ohio, a Gas Operations Analyst at Stand Energy Corporation, and a Home Remodeler at WHV Remodeling in Cincinnati, OH. He also held a managerial position at Longworth's in Cincinnati, Ohio.
Achievements
William Varwig achieved an 82% conversion rate on BLR leads, resulting in $13.9 million in potential revenue. He also developed sales techniques to qualify and evaluate clients' finances, leading to new business opportunities.