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William Berry smiling outdoors
Longmont, Colorado

Financial services · Business · Technology

William Berry

Financial Services Relationship Management Business & Technology

I'm a licensed financial-services professional with experience spanning brokerage services, relationship management, technology, and business. My work has consistently involved learning complex systems, solving difficult problems, and helping people understand what comes next.

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About

The same work, through different systems.

A career shaped by relationships, complexity, and the judgment to connect the two.

I've worked inside very different systems, from high-volume digital delivery to licensed brokerage, but the work underneath has stayed consistent: learn how a complex system works, identify what is actually going wrong, and explain a clear path forward.

At Charles Schwab, I supported brokerage and financial-service needs ranging from routine questions to complicated account and transaction problems. Resolving them often meant reconstructing account history, researching details and documentation, weighing regulatory and operational constraints, and coordinating specialized teams without losing the thread of the client's experience.

Earlier, web development taught me to operate in ambiguity at scale. I worked across hundreds of projects, coordinated distributed technical teams, and built processes for delivering reliable work across a broad technical stack. In both fields, I've found the work most worthwhile when careful investigation and clear communication help someone genuinely understand a complicated issue.

Experience

A multidisciplinary professional path.

Finance is the present focus. Technology, business, and client leadership are the foundation beneath it.

Lone Tree, Colorado

Charles Schwab & Co.

Licensed Financial Services Representative

40–60inbound conversations daily
94%+2025 YTD client satisfaction
Up to $15Mindividual transactions supported

Managed 40–60 inbound client conversations each day across brokerage, retirement, trust, custodial, joint, and corporate accounts, maintaining 94%+ official YTD client satisfaction in 2025. Investigated account histories, transactions, restrictions, trade details, and documentation while supporting securities trades, money movement, distributions, and RMDs. The role required judgment about what to resolve directly and when to coordinate with Compliance, Fraud, Operations, the Trade Desk, and other specialists, with detailed notes preserving continuity across complex cases.

  • Complex brokerage servicing
  • Investigation & resolution
  • Retirement & money movement
  • Cross-functional coordination
  • Regulatory judgment
Multiple locations

Transcending Creative

Lead Web Developer & Digital Strategist

20–30concurrent projects
5–10distributed developers

Worked as a developer and technical lead across hundreds of websites and client projects in a high-volume, distributed environment. Frequently coordinated 20–30 concurrent projects and 5–10 developers or contractors across multiple regions—assigning technical work, reviewing development, performing QA, troubleshooting complex issues, and improving internal workflows. Hands-on work spanned HTML, CSS, JavaScript, PHP, WordPress, Shopify, WooCommerce, APIs, databases, hosting, DNS, analytics, and e-commerce infrastructure.

  • Web development
  • Technical leadership
  • APIs & integrations
  • E-commerce systems
  • QA & process improvement
Boulder, Colorado

Loop Vintage

Retail Sales Associate

Supported personalized sales and day-to-day operations for an independent Colorado retailer specializing in premium athleisure, outdoor gear, and curated vintage clothing. Used active listening and product knowledge to make tailored recommendations, resolve customer issues, and build trust while also supporting POS, inventory, merchandising, returns, and opening and closing duties.

  • Personalized service
  • Needs discovery
  • Tailored recommendations
  • Retail operations

Credentials & education

Formal grounding for complex work.

FINRA Series 7

General Securities Representative

FINRA Series 63

Uniform Securities Agent

Securities Industry Essentials

SIE

Colorado Public Notary

State of Colorado

Metropolitan State University

B.S. Business Administration — In Progress

Expected December 2027 · Current GPA: 3.77

Dean's List: two 4.0 semesters · Honors Program: three semesters

Professional & intellectual interests

Curiosity across connected systems.

I follow markets not as an isolated subject, but as the meeting point of incentives, technology, institutions, and human judgment.

Markets

Finance in motion

Financial markets, personal investing and portfolio management, macroeconomics, and the forces that shape capital and risk.

  • Financial markets
  • Investing
  • Macroeconomics

Systems

The larger picture

The interaction between global economic systems, political systems, business strategy, and emerging technology.

  • Global systems
  • Business strategy
  • Emerging technology

Judgment

How people decide

Psychology, decision-making, and philosophy—especially where human behavior meets complex institutions and uncertain choices.

  • Psychology
  • Decision-making
  • Philosophy

I actively manage my own investment portfolio and closely follow financial markets, macroeconomics, and the interaction between economic, political, technological, and human systems.

Personal interests only · Not investment advice

Beyond work

A life with room for inquiry.

Away from professional systems, I'm usually reading philosophy or psychology, training at the gym, caring for plants, feeding wild birds, studying Japanese, or watching film. I'm especially drawn to science fiction that uses speculative worlds to explore ethics, leadership, identity, psychology, and the consequences of individual choices.

  • Reading
  • Training
  • Plants
  • Wild birds
  • Japanese
  • Film & science fiction

Future offering

SIE Tutoring — Coming Soon

Personalized tutoring for Securities Industry Essentials candidates who want to understand how the material fits together—not simply memorize isolated facts.

Conceptual understandingConnected topicsWeak-area diagnosisEfficient study strategyExam confidence

Grounded in the SIE, Series 7, Series 63, professional brokerage experience, and explaining complex financial concepts to clients.

Scheduling coming soonInterested in future tutoring?Get in touch