William Lockray
About William Lockray
William Lockray is an Internal Wholesaler at Transamerica, where he has worked since 2019. He has a background in finance and project management, with previous roles at Janus Capital Group and Cerner Corporation, and holds Series 6 and 63 licenses.
Work at Transamerica
William Lockray has been employed at Transamerica as an Internal Wholesaler since 2019. In this role, he engages in the distribution of financial products and services, leveraging his expertise in investment products and securities regulations. His position involves collaborating with financial advisors and clients to facilitate the understanding and utilization of Transamerica's offerings. Lockray's tenure at Transamerica has contributed to his professional development in the financial sector.
Previous Experience at Janus Capital Group
Lockray's career includes significant experience at Janus Capital Group, where he worked as an Unlicensed Financial Representative for 10 months in 2012. Following this role, he served as a Solution Service Specialist from 2013 to 2017. In these positions, he developed skills in client service and financial product support, enhancing his knowledge of the financial industry and preparing him for future roles.
Education and Expertise
William Lockray holds a Bachelor's degree in Marketing from Iowa State University, where he studied from 2004 to 2009. His educational background provides a foundation for his work in the financial industry. Additionally, he possesses Series 6 and 63 licenses, which demonstrate his expertise in investment products and compliance with securities regulations.
Background in Project Management
Lockray has demonstrated strong project management skills throughout his career, particularly in managing projects related to Microsoft Windows operating systems and Microsoft Office applications. His ability to oversee these projects indicates a proficiency in both technical and organizational aspects of project management.
Career History and Roles
Before his current role at Transamerica, Lockray held various positions that contributed to his professional growth. He worked as a Participant Service Specialist at Businessolver since 2017, and prior to that, he was an Operation Support Specialist at Cerner Corporation from 2009 to 2012. His early career included roles such as Sunday Manager at Great Plains Sauce & Dough Co and Lab Technician at Iowa State University, showcasing a diverse work history.