Bill Williams Email & Phone Number
Vice President, Relationship Management @ Fidelity Investments
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Bill Williams Location
- San Francisco, CA, US
Bill Williams Work
- Vice President, Relationship Management @ (August 2016 - Present)
- Vice President - Client Advisor, j.p. Morgan Funds @ (August 2012 - July 2016)
- Director, Marketing @ (June 2010 - October 2012)
- Business Development Officer @ (July 2009 - June 2010)
- Vice President @ (September 2003 - July 2009)
- Senior Account Executive @ (July 1999 - June 2003)
- Teacher @ (January 1989 - January 1994)
Bill Williams Education
- Tulane University
Master Of Arts (Latin American Studies)
1995-1999 - Georgetown
Bachelor Of Arts (History)
1986-1989
Bill Williams Skills
- 529
- Alternative Investments
- Asset Allocation
- Asset Managment
- Competitive Knowledge
- Competitive Positioning
- Consultative sales professional
- ETFs
- Economic Knowledge
- Equities
- Fiduciary
- Financial Planning
- Financial Services
- Fixed Income
- Hedge Funds
- Investment Advisory
- Investment Management
- Investments
- Mutual Funds
- Portfolio Management
- Presentation Skills
- Relationship Management
- Retirement
- Series 63
- Series 7
- Wealth Management
- Series 6
- Series 26
- Building Best in Class Work Units
- Performance Management
- Leadership Development
- Oral and Written Communication Skills
- Strategic Planning
- Customer Service
- Employee Retention
- Business Relationship Management
- FINRA
- Call Centers
- Leadership
- Management
- Auditing
- Staff Retention
- Risk Management
- Securities
- Access
- Training
Bill Williams Summary
- Bill Williams, based in San Francisco, CA, US, is currently a Vice President, Relationship Management at Fidelity Investments. Bill Williams brings experience from previous roles at j.p. Morgan Asset Management, Passport Capital, Charles Schwab and Fidelity Investments. Bill Williams holds a 1995 - 1999 Master Of Arts in Latin American Studies @ Tulane University. With a robust skill set that includes 529, Alternative Investments, Asset Allocation, Asset Managment, Competitive Knowledge and more. Bill Williams has 4 emails and 4 mobile phone numbers on RocketReach.
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