Trace Williams Email & Phone Number
Investment Strategist and Vice President @ Dimensional Fund Advisors
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Trace Williams Location
- Charlotte, NC, US
Trace Williams Work
- Investment Strategist and Vice President @ (January 2024 - Present)
- Investment Strategist @ (January 2021 - January 2024)
- Associate Investment Strategist @ (September 2017 - January 2021)
- Analyst - Investments @ (April 2013 - September 2017)
- Portfolio Analyst @ (September 2010 - April 2013)
- Investment Performance Associate @ (June 2009 - September 2010)
Trace Williams Education
- University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA (Finance/Investment Management)
2007-2009 - Appalachian State University
Business (Business)
2005-2007
Trace Williams Skills
- Visual Basic
- Alternative Investments
- Microsoft Office
- Financial Modeling
- Swaps
- Portfolio Management
- ETFs
- Investments
- Bloomberg
- Trading
- Asset Allocation
- Mutual Funds
- Equity Trading
Trace Williams Summary
- Trace Williams, based in Charlotte, NC, US, is currently a Investment Strategist and Vice President at Dimensional Fund Advisors. Trace Williams brings experience from previous roles at Dimensional Fund Advisors, Merrill Lynch and ProShare Advisors, LLC. Trace Williams holds a 2007 - 2009 BSBA in Finance/Investment Management @ University of North Carolina at Chapel Hill - Kenan-Flagler Business School. With a robust skill set that includes Visual Basic, Alternative Investments, Microsoft Office, Financial Modeling, Swaps and more. Trace Williams has 2 emails and 1 mobile phone numbers on RocketReach.
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