James Williams Email & Phone Number
Owner and Founder, Williams Financial, LLC @ Williams Financial Group
James Williams's Location
Saratoga Springs, New York, United States
James Williams's Work
- Owner and Founder, Williams Financial, LLC @ Williams Financial Group
- Department Chair - Accounting, Entrepreneurship and Marketing @ Hudson Valley Community College
- Business Instructor and Coordinator of Academic Services - Computers and Mathematics @ Community College of Vermont
- Branch Manager and Registered Representative @ Investment Group
- Financial Advisor and Operations Manager @ d.b McKenna
- Chief Executive Officer and Chief Investment Officer and Founder @ Williams Financial Group
- Marketing Director @ The Bank of Bennington
James Williams's Education
- Boston University
Certificate in Financial Planning ( Financial Planning and Services)
2015 - 2016 - University of Massachusetts at Amherst - Isenberg School of Management
MBA ( Finance)
2002 - 2004 - Southern Vermont College
Bachelor of Science ( Business Administration)
1997 - 2001
James Williams's Skills
- Finance
- Strategic Financial Planning
- Small Business
- Management
- Public Speaking
- Investments
- Leadership
- Entrepreneurship
- Investment Advisory
- Retirement Planning
James Williams's Summary
James Williams, based in Saratoga Springs, New York, United States, is currently a Owner and Founder, Williams Financial, LLC at Williams Financial Group, bringing experience from previous roles at Hudson Valley Community College, Community College of Vermont, PKS Investments and d.b McKenna. James Williams holds a 2015 - 2016 Certificate in Financial Planning in Financial Planning and Services @ Boston University. With a robust skill set that includes Finance, Strategic Financial Planning, Small Business, Management, Public Speaking and more, James Williams contributes valuable insights to the industry. James Williams has 2 emails on RocketReach.
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