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George Williams Location

Keller, TX, US

George Williams Work

Retirement Plan Advisor @ Wealthspire/NFP, an Aon company (November 2024 - Present)
Retirement Plan Advisor @ (November 2024 - Present)
Deacon @ (January 2009 - Present)
Regional Vice President AIF @ (April 2010 - August 2023)
District Manager @ (September 2008 - February 2010)
Retirement Services District Manager @ (September 2008 - February 2010)
401K Account Executive @ (April 1998 - July 2008)

George Williams Education

TCU Neeley School of Business
Marketing (Marketing, Economics)
1988-1992
Texas Christian University
BBA in Marketing (Marketing and Economics)
1988-1992

George Williams Skills

Solid Professional Standards
Strategic Partnerships
Request for Proposal (RFP)
Objection Handling (Sales)
Value Propositions
Complex Sales
Coaching
Coaching & Mentoring
Business Units
Sales Campaigns
Sales Coaching
Account Executives
Investment Performance
Customer Retention
Capital Markets
Leadership
Strategic Communications
Critical Thinking
External Communications
Sales Meetings
Executive Visibility
Hold Series 7
Pricing Negotiations
Fiduciary
63 Licenses
Strategic Initiatives
Operational Efficiency
Customer Service
Problem Solving
Institutional Business Development
Product Knowledge
Client-oriented
Institutional Sales
Investment Strategies
Plan Design
Managed Services
Customer Satisfaction
Investment Products
Business Insights
Attention to Detail
Creative Problem Solving
Build Strong Relationships
Charitable Gift Planning
Business Relationship Management
Finance
Business Networking
Outside Sales
Wealth Management Services
Investments
Financial Sales
Technical Solution Design
New Business Opportunities
Sales Planning
Storytelling
Business Development
Communication
Analytical Skills
Account Management
Diplomacy
Skilled Multi-tasker
Client Presentation
Sales Presentations
Strategy
Employee Benefits Design
Negotiation
Direct Sales
Interpersonal Skills
Customer Segmentation Strategy
FINRA
Record Keeping
Presentations
Relationship Building
Sales Processes
Consultative Selling
Series 6
Business Planning
401k
Retirement
Retirement Planning
Financial Advisory
ADP Payroll
Marketing
Strategic Planning
Public Speaking
Mutual Funds
Asset Management
Series 7
Series 63
Securities
401(k) Retirement Savings Plans
Resiliency
Personal Development
Life Skills
Stress Management
Forms
Office 365
Sales Effectiveness
Behavioral Neuroscience
Sales Negotiation
Sales Strategy
Business Consulting
Coordinating Meetings
Defined Contribution
Employee Training
Banking
Insurance
Fixed Annuities
401K Retirement Savings Plans
Financial Analysis
Risk Management
Product Development
Access
Microsoft Excel
Process Improvement
Business Process Improvement
Change Management
Excel
Essbase
Financial Storytelling
Continuous Improvement
Diversity and Inclusion
Underwriting
Management
Analysis
Financial Reporting
Cross Functional Team Leadership
Financial Modeling
Forecasting
Accounting
Hyperion
Team Leadership
PowerPoint
Word
Treasurers
Microsoft Access
Treasury Services
Treasury Management
Financial Services
Teamwork
Life Insurance
Account Reconciliation
Performance Management
General Ledger
401 Retirement Savings Plans

George Williams Summary

George Williams, based in Keller, TX, US, is currently a Deacon at Gateway Church. George Williams brings experience from previous roles at Wealthspire/NFP, an Aon company, Wealthspire, Nationwide Financial and ADP. George Williams holds a 1988 - 1992 Marketing in Marketing, Economics @ TCU Neeley School of Business. With a robust skill set that includes Solid Professional Standards, Strategic Partnerships, Request for Proposal (RFP), Objection Handling (Sales), Value Propositions and more. George Williams has 2 emails and 2 mobile phone numbers on RocketReach.