Stefanie Williams Email & Phone Number
Partner, Regional Team Lead @ Creative Planning
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Stefanie Williams Location
- Texas, United States
Stefanie Williams Work
- Partner, Regional Team Lead @ (January 2022 - Present)
- AVP Assistant Practice Leader, Retirement @ (June 2021 - January 2022)
- Senior Account Executive and Team Lead, Retirement @ (April 2020 - June 2021)
- Vice President, Institutional Relationship Manager @ (August 2014 - April 2020)
- Trust Officer, Special Assets Administrator @ (September 2009 - May 2014)
- Legal Assistant and Office Manager @ (January 2008 - September 2009)
Stefanie Williams Education
- Saint Louis University
Master of Business Administration (Master of Business Administration)
2010-2014 - Webster University
Bachelor of Arts (Bachelor of Arts, Psychology)
2003-2007 - Illinois Mathematics & Science Academy
Competitive-enrollment boarding school for gifted Illinois students (Competitive-enrollment boarding school for gifted Illinois students)
2001-2003
Stefanie Williams Skills
- Analysis
- Social Networking
- Marketing
- Leadership
- Finance
- Sales
- Training
- Data Analysis
- Team Building
- Coaching
- Portfolio Management
- Vendor Management
- Business Development
- Negotiation
- Internal Communications
- Investment Management
- Asset Management
- Investor Relations
- Risk Management
- Trust Services
- Qualified Retirement Plans
- Investments
- Social Media
- Fis Trust Desk
- Financial Services
- Life Insurance
- Microsoft Office
- Goldmine
- Real Estate
- Microsoft Excel
- Pds Trust Real Estate
- Copy Editing
- Services
- Institutional
Stefanie Williams Summary
- Stefanie Williams, based in Texas, United States, is currently a Partner, Regional Team Lead at Creative Planning. Stefanie Williams brings experience from previous roles at Lockton Companies, Regions Bank and Commerce Bank. Stefanie Williams holds a 2010 - 2014 Master of Business Administration in Master of Business Administration @ Saint Louis University. With a robust skill set that includes Analysis, Social Networking, Marketing, Leadership, Finance and more. Stefanie Williams has 1 emails and 1 mobile phone numbers on RocketReach.
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