Phyllis Williams Location
Bethlehem, PA, US
Phyllis Williams Work
- 2016 - now Relationship Manager @ Guardian Life
- 2014 - 2016 Registered Principal @ Guardian Life
- 2014 - 2014 Investment Operations Administrator @ Cornerstone Advisors Asset Management, LLC
- 2014 - 2014 Investment Operations Administrator @ Cornerstone Institutional Investors, Inc.
- 2004 - 2013 RIA Operations Manager @ Guardian Life
- 2000 - 2003 RIA Operations Supervisor @ Guardian Life
- 1997 - 2000 RIA Operations Specialist @ Guardian Life
- 1990 - 1997 Alternate Funded Administration @ Guardian Life
- 1987 - 1990 Medical Claims Approver @ Guardian Life
Phyllis Williams Education
- Cedar Crest College
Bachelor of Science (Business Administration Finance)
- Northampton Community College
Associate of Science (AS) (Accounting)
Phyllis Williams Skills
- Series 7
- Series 24
- FINRA
- Securities
- Financial Advisory
- Investments
- Asset Management
- Financial Services
- Series 66
- Series 53
Phyllis Williams Summary
Phyllis Williams, based in Bethlehem, PA, US, is currently a Relationship Manager at Guardian Life. Phyllis Williams brings experience from previous roles at Guardian Life, Cornerstone Advisors Asset Management, Inc., Cornerstone Institutional Investors, Inc. and Park Avenue Securities Investment Advisory Services. Phyllis Williams holds a Bachelor of Science in Business Administration Finance @ Cedar Crest College. With a robust skill set that includes Series 7, Series 24, FINRA, Securities, Financial Advisory and more. Phyllis Williams has 1 emails on RocketReach.
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