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
- 2017 -now Vice President, Portfolio Manager @
- 2012 -2017 Vice President, Financial Advisor @ Plan Strategies, Inc.
- 2008 -2017 Vice President @
- 2004 -2008 Senior Registered Representative @
- 2001 -2003 Financial Analyst @
- 1995 -2001 Manager @
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 2 emails and 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
Scott Wylie
Chairman and Chief Executive Officer
Denver, CO, US
Michael Alcott
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Denver, CO, 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
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