Kathy Williams Email & Phone Number
Chief Executive Officer
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Kathy Williams Location
- Oklahoma City, OK, US
Kathy Williams Work
- Chief Executive Officer @ Advance Financial Lighthouse (April 1996 - Present)
- Financial Planning and Wealth Management Registered Financial Professional @ Advance Financial Lighthouse (April 1996 - Present)
- Kathleen Williams, RFC ® - CEO of Advance Financial Lighthouse @ Advance Financial Lighthouse (April 1996 - Present)
- Branch Manager @ Osaic Wealth (July 2002 - Present)
Kathy Williams Education
- University of Pittsburgh
PSYCHOLOGY
1974-1979 - Southern Nazarene University
Bachelor's degree (Organizational Leadership)
Kathy Williams Skills
- Public Speaking
- Strategic Planning
- Financial Planning
- Social Media
- Customer Service
- Asset Management
- Business Development
- Recruiting
- Equities
- Uniform Combined State Law
- Financial Analysis
- Financial Modeling
- Start-ups
- Fixed Annuities
- Banking
- Financial Planners
- Loans
- Mortgage Lending
- Due Diligence
- Executive Management
- Mergers & Acquisitions
- Personal Finance
- Asset Managment
- Management
- Leadership
- Team Building
- Investments
- Event Planning
- Leadership Development
- Social Networking
- Analytical Skills
- Attention to Detail & Documentation
- Business Development & Growth
- Client Relationship & Communication
- Consulting
- Content Marketing for Financial Education
- Cross-functional Communication
- Customer Service Management
- Customer Support
- Financial Advisory
- Financial Modeling & Forecasting
- Financial Services
- Interpersonal Skills
- Investment Management
- Organizational Leadership
- Portfolio Management
- Problem Solving & Decision Making
- Project Management
- Research
- Retirement Planning
- Risk Management
- Social Media Marketing
- Technical & Analytical Skills
- Trust and Ethics
- Wealth Management Services
- Microsoft Office
- Microsoft Excel
- Mergers and Acquisitions
- Psychology
- Education
- Start Ups
- FINRA
Kathy Williams Summary
- Kathy Williams, based in Oklahoma City, OK, US, is currently a Chief Executive Officer at Advance Financial Lighthouse. Kathy Williams brings experience from previous roles at Advance Financial Lighthouse and Osaic Wealth. Kathy Williams holds a 1974 - 1979 PSYCHOLOGY @ University of Pittsburgh. With a robust skill set that includes Public Speaking, Strategic Planning, Financial Planning, Social Media, Customer Service and more. Kathy Williams has 1 emails and 2 mobile phone numbers on RocketReach.
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