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