Timothy Williams Email & Phone Number
Director | Wealth and Asset Management Solutions @ Charles Schwab
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Timothy Williams Location
- Washington, DC, US
Timothy Williams Work
- 2025 -now Director | Wealth and Asset Management Solutions @
- 2022 -2025 First Vice President, Associate Market Manager @
- 2018 -2022 Business Development Manager @
- 2016 -2018 Annuity Specialist @
- 2014 -2016 Wealth Advisor Associate @
- 2011 -2014 Client Advisor @
- 2009 -2012 Legal Associate @
- 2010 -2010 Securities Operations Analyst @
Timothy Williams Education
- Northwestern University
School of Professional Studies (Certified Financial Planner Certification)
2020-2021 - The College of Financial Planning
Chartered Retirement Planning Counselor Certification
2018-2018 - New York University
Bachelor's degree (Business Administration, Management and Operations)
Timothy Williams Skills
- Retirement Solutions
- Wealth Preservation
- Wealth Management
- Series 7
- Sales
- Microsoft Office
- Marketing
- Financial Planning
- Investment Management
- Series 65
- Microsoft Excel
- Business Analysis
- Investment Advisory
- Series 63
- Finance
- Financial Services
- Microsoft Word
- Investment Strategies
- High Performance Computing
- Scientific Computing
- Parallel Computing
- Software Engineering
- Distributed Systems
- Linux
- C++
- Algorithms
- Numerical Analysis
- Fortran
- Monte Carlo Simulation
- Perl
- Java
- Physics
- Financial Software Development
- MPI
- C/C++ STL
- Large Scale Parallel Scientific Computing
- Object Oriented and Generic Programming With C++
- Grid Computing
- Program Management
- Computational Finance
- Software Development
- Data Mining
Timothy Williams Summary
- Timothy Williams, based in Washington, DC, US, is currently a Director | Wealth and Asset Management Solutions at Charles Schwab. Timothy Williams brings experience from previous roles at Morgan Stanley. Timothy Williams holds a 2020 - 2021 School of Professional Studies in Certified Financial Planner Certification @ Northwestern University. With a robust skill set that includes Retirement Solutions, Wealth Preservation, Wealth Management, Series 7, Sales and more. Timothy Williams has 3 emails and 1 mobile phone numbers on RocketReach.
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