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
- 2016 -now Vice President, Relationship Management @
- 2012 -2016 Vice President - Client Advisor, j.p. Morgan Funds @
- 2010 -2012 Director, Marketing @
- 2009 -2010 Business Development Officer @
- 2003 -2009 Vice President @
- 1999 -2003 Senior Account Executive @
- 1989 -1994 Teacher @
Bill Williams Education
- Tulane University
Master Of Arts (Latin American Studies)
1995-1999 - Georgetown
Bachelor Of Arts (History)
1986-1989
Bill Williams Skills
- Portfolio Management
- Economic Knowledge
- Fixed Income
- Series 63
- Competitive Knowledge
- Series 7
- Fiduciary
- Wealth Management
- Equities
- Investment Advisory
- Presentation Skills
- Asset Allocation
- ETFs
- Competitive Positioning
- Investments
- Mutual Funds
- Asset Managment
- Investment Management
- Alternative Investments
- Consultative Sales Professional
- Relationship Management
- Hedge Funds
- Financial Planning
- Financial Services
- Retirement
- 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 Portfolio Management, Economic Knowledge, Fixed Income, Series 63, Competitive Knowledge and more. Bill Williams has 4 emails and 4 mobile phone numbers on RocketReach.
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