Manager, Portfolio Consultant @ (January 2015 - January 2020)
Sr. RIA Relationship Specialist @ (January 2012 - January 2015)
Financial Planning Specialist @ (January 2010 - January 2011)
Investment Representative @ (January 2008 - January 2010)
Marco Williams Education
Emory University
Master of Business Administration - MBA (Finance and Strategy)
Boston College
Bachelor of Science - B.S. (Marketing)
Marco Williams Skills
Wealth Management
Leadership
Marco Williams Summary
Marco Williams, based in Atlanta, GA, US, is currently a Senior Regional Manager, Schwab Wealth Advisory™️ at Charles Schwab. Marco Williams brings experience from previous roles at JPMorganChase, Charles Schwab and Morgan Stanley. Marco Williams holds a Master of Business Administration - MBA in Finance and Strategy @ Emory University. With a robust skill set that includes Wealth Management, Leadership and more. Marco Williams has 3 emails on RocketReach.
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