John Williams Email & Phone Number
Managing Director @ Bison Wealth, LLC
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John Williams Location
- Atlanta, GA, US
John Williams Work
- 2013 -now Managing Director @
- 2013 -now Managing Director @
- 2016 -2021 Managing Principal and CEO @
- 2009 -2013 Financial Advisor and CFP® certificant @
- 2000 -2009 Financial Advisor and CFP® certificant @
- 2000 -2008 Financial Consultant, CFP® certificant @
John Williams Education
- Harvard Business School Online
Certification in Alternative Investments (Finance and Financial Management Services)
2023-2023 - Hampden-Sydney College
BA (Managerial Economics)
1996-2000
John Williams Skills
- Portfolio Management
- Finance
- Risk Management
- Mergers & Acquisitions
- Asset Management
- Banking
- Investments
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Management
- Retirement
- Series 7
- Fixed Income
- Financial Analysis
- Managerial Finance
- Mutual Funds
- Private Equity
- Alternative Investments
- Budgets
- Commercial Banking
- Credit
- Credit Risk
- Due Diligence
- Estate Planning
- Financial Modeling
- Investment Banking
- Asset Allocation
- Equities
- Capital
- Mergers and Acquisitions
John Williams Summary
- John Williams, based in Atlanta, GA, US, is currently a Managing Director at Bison Wealth, LLC. John Williams brings experience from previous roles at Lakeview Capital Partners, LLC, Wells Fargo Advisors, LLC and Wachovia Securities. John Williams holds a 2023 - 2023 Certification in Alternative Investments in Finance and Financial Management Services @ Harvard Business School Online. With a robust skill set that includes Portfolio Management, Finance, Risk Management, Mergers & Acquisitions, Asset Management and more. John Williams has 1 emails on RocketReach.
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Top Bison Wealth, LLC Employees
Thomas Scaturro
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United States
Aaron Fisher
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Patricia Janco-Tupper
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New York, NY, US
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Gary Plourde
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Gregory Wright
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Megan Delaney
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Kirkland, WA, US
Dirk Wall
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John Picardi
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Acworth, GA, US
Janet Shamblin
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Amity Lackey
Executive Vice President, Marketing
Atlanta, GA, US
Susan Picardi
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Matthew Creciun
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Jason Luhan
Chief Compliance Officer and General Counsel
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