William J.

Luzzo
CFP Candidate

Contact Skills and Abilities

7843 Seapines Road, Conflict Resolution, Public Speaking, Customer Service, Understanding
Orland Park, IL Market Trends, Sales, Budgeting, Time Management, Leadership, Client
(708)418-8858 Database Management, Understanding Market Segments, Prospecting
Billluzzo10@gmail.com

Education Experience
Loras College, June 2013- Currently
Dubuque, IA, Caddie • Midlothian Country Club
3.51 Career GPA I have been a top 50 caddie every year that I have caddied. Through doing
this I have learned to communicate with different personalities in the way that
American Rivers Conference All- has allowed me to be a highly requested and well-respected caddie within my
Academic Team country club.
Dean’s List 4 out of 6 semesters
June 2018-September 2018
Financial Representative • Internship • Northwestern Mutual
Worked as a Financial Representative for Northwestern Mutual. During this
internship I learned a lot about the insurance industry and prospecting
potential clients. Along with this I developed sales techniques and learned
how to build relationships with clientele.

September 2019-November 2019

Sales Intern • Cottingham and Butler
Cold Call and work to set appointments for sales executives. Mastered
phoning language. During this job I learned how to deal with negative
responses and not get discouraged.

Qualifications Leadership
Life Insurance License In the senior year of my collegiate baseball career at Loras I was voted to
be a captain of the team.
Health and Accident Insurance License
I am in charge of the off campus activities for the Loras College FPA Chapter
Emoney Certified I am an Honor Caddie at Midlothian Country Club. This is the highest
attainable rank.

Community Outreach
Currently working with Sam Renick to help teach children in local schools
about financial literacy by doing reading projects with fellow Loras College
students.