Brice Williams Email & Phone Number
Vice President, Portfolio Manager @ First Western Trust
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Brice Williams Location
- Boulder, CO, US
Brice Williams Work
- Vice President, Portfolio Manager @ (April 2017 - Present)
- Vice President, Financial Advisor @ Plan Strategies, Inc. (June 2012 - April 2017)
- Vice President @ (March 2008 - April 2017)
- Senior Registered Representative @ (February 2004 - March 2008)
- Financial Analyst @ (March 2001 - August 2003)
- Manager @ (August 1995 - March 2001)
Brice Williams Education
- The University of Georgia
BBA (International Business)
1990-1995
Brice Williams Skills
- Management
- Securities
- Investments
- Risk Management
- Trading
- Finance
- Process Improvement
- Financial Analysis
- Broker Dealer Compliance
- Retirement Planning
- Wealth Management
- Mutual Funds
- Series 7
Brice Williams Summary
- Brice Williams, based in Boulder, CO, US, is currently a Vice President, Portfolio Manager at First Western Trust. Brice Williams brings experience from previous roles at Plan Strategies, Inc., LT Trust, Lincoln Trust Company and Crestone Capital Advisors. Brice Williams holds a 1990 - 1995 BBA in International Business @ The University of Georgia. With a robust skill set that includes Management, Securities, Investments, Risk Management, Trading and more. Brice Williams has 1 mobile phone numbers on RocketReach.
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Top First Western Trust Employees
Matt Cassell
Chief Revenue and Banking Officer
Denver, CO, US
Bryce Parietti
Market President
Denver, CO, US
Scott Wylie
Chairman and Chief Executive Officer
Denver, CO, US
David Wright
Boulder Regional President
Boulder, CO, US
Michael Alcott
Vice President - Senior Commercial Lender
Denver, CO, US
Russel Schmucker
President
Littleton, CO, US
Kay Jones
Chairman
Jackson, WY, US
Julie Courkamp
President and Chief Operating Officer
Denver, CO, US
Darcy Cantwell
VP, Banking Manager
Denver, CO, US
Kyle Vaughn
VP, Relationship Banker II
Denver, CO, US
Emerson Buck
Vice President Relationship Banker
Denver, CO, US
Fernando Bleichner
VP Trust Officer
Denver, CO, US
Joshua Levell
Director, Senior Wealth Advisor
Denver, CO, US
Sergio Gomez
VP, Relationship Banker
Denver, CO, US
Julie Courkamp
President and Chief Operating Officer
Denver, CO, US
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