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Catherine Williams Location
Charlotte, NC, US
Catherine Williams Work
Chief Operating Officer @ (June 2026 - Present)
Head of Advisor Practice Management @ (May 2019 - April 2026)
Regional Director @ (February 2018 - March 2020)
Executive Business Coach @ Carson Group (April 2017 - January 2018)
VP, Practice Management and Consulting @ (January 2014 - December 2016)
Chief Operating Officer and Director Private Client Services @ (January 2000 - December 2013)
Client Services Manager @ (January 1993 - December 2000)
Catherine Williams Education
Richland High School 1990
Catherine Williams Skills
Organizational Development
Organizational Effectiveness
Organizational Leadership
Human Resources
Operations Management
Manage Client Relationships
Client Relations Skills
Marketing
Event Management
Team Building
Cross-functional Team Leadership
Leadership Development
Investments
Business Development
Coaching
Financial Analysis
Strategy
Customer Service
Project Management
Cross Functional Team Leadership
Catherine Williams Summary
Catherine Williams, based in Charlotte, NC, US, is currently a Chief Operating Officer at The Ensemble Practice. Catherine Williams brings experience from previous roles at Dimensional Fund Advisors, Carson Group and Fidelity Institutional Wealth Services. Catherine Williams holds a Richland High School. With a robust skill set that includes Organizational Development, Organizational Effectiveness, Organizational Leadership, Human Resources, Operations Management and more. Catherine Williams has 1 emails and 1 mobile phone numbers on RocketReach.
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