Phyllis Williams Email & Phone Number
Relationship Manager @ Guardian Life
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Phyllis Williams Location
- Bethlehem, PA, US
Phyllis Williams Work
- 2016 -now Relationship Manager @
- 2014 -2016 Registered Principal @
- 2014 -2014 Investment Operations Administrator @
- 2014 -2014 Investment Operations Administrator @
- 2004 -2013 RIA Operations Manager @
- 2000 -2003 RIA Operations Supervisor @
- 1997 -2000 RIA Operations Specialist @
- 1990 -1997 Alternate Funded Administration @
- 1987 -1990 Medical Claims Approver @
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
- Insurance
- Project Management
- Management
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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