Alice Williams Email & Phone Number
Vice President, Branch Operations Coordinator, RJFS
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Alice Williams Location
- Lexington, KY, US
Alice Williams Work
- 2025 -now Vice President, Branch Operations Coordinator, RJFS @ Cumberland Valley Investments
- 2022 -now Vice President, Wealth Management Operations Officer @
- 2018 -2022 Loans @
- 2015 -2017 Billing Specialist @ Klosterman Eye Associates
- 2013 -2014 Wealth Management Operations Manager and AVP @ Farmers Bank and Capital Trust
- 2005 -2013 Wealth Management Operations Manager @
- 2003 -2005 Customer Service Representative @
- 2000 -2003 Loan Officer Assistant @
- 1999 -2000 CSR and loan assistant backup and teller @
Alice Williams Education
- Cannon Financial Institute
(trust Security Operations I, II, III)
2010-2012 - University of Kentucky
Biology/Biological Sciences (Biology/Biological Sciences, General)
Alice Williams Skills
- Industry Training
- Trust Accounting
- Securities
- Supervisory Skills
- Customer Satisfaction
- Account Reconciliation
- Team Leadership
- Data Entry
- Skill Development
- Strategy Implementation
- Trust Management
- Leadership
- Client Services
- Private Wealth Management
- Financial Services
- Attention to Detail
- Bank Account Maintenance
- Critical Thinking
- Allocations
- Organization Skills
- Oral Communication
- Settlement
- Trading Operations
- Daily Reports
- Problem Solving
- Analytical Skills
- Collateralized Debt Obligations (CDO)
- Skilled Multi-tasker
- Microsoft Excel
- Corporate Trust
- Cash Flow
- Account Administration
- Communication
- ACH Payments
- Customer Service
- Creative Problem Solving
- Finance
- Banking
- Investment Banking
- Commercial Lending
- Mortgage Lending
- Trust Operations
- Installment Loans
- Home Equity Loans
- Construction Loans
- Loan Servicing
- Mortgage Servicing
- Loan Modifications
- Personal Loans
- Consumer Lending
Alice Williams Summary
- Alice Williams, based in Lexington, KY, US, is currently a Vice President, Branch Operations Coordinator, RJFS at Cumberland Valley Investments. Alice Williams brings experience from previous roles at Cumberland Valley National Bank and Trust (CVNB), Whitaker Bank Corp Of Kentucky, Klosterman Eye Associates and Farmers Bank and Capital Trust. Alice Williams holds a 2010 - 2012 Cannon Financial Institute. With a robust skill set that includes Industry Training, Trust Accounting, Securities, Supervisory Skills, Customer Satisfaction and more. Alice Williams has 3 emails and 4 mobile phone numbers on RocketReach.
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