Ashia Williams Email & Phone Number

Princeton, Nj, Us

Boston, Ma, Us

• Engage in financial planning discussions by presenting solutions and service offerings that best meet client needs• Conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up• Understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity•Series 7, 65 & 63 licensed

Milwaukee, Wi, Us

• Achieved: Platinum Pacesetter 40, NC5, NC10, NC25, NC40, 102 lives, Rookie of the Year, trailblazer academy qualifier , Fast track qualifier, Pacesetter Second 60 (only 3% of advisors achieve), New Client Trip Qualifier, Top Advisor in network April ‘23 and February ‘24, Passed Investment Licenses: Series 7, Series 63,SIE• Develop and implement financial strategies tailored to each client's specific needs and goals• Understand their current financial situation through fact-finders• Manage and maintain detailed CRM database• Prepare and review client portfolios on an annual basis to assess and optimize clients' asset allocation strategies

• Achieved grossed 154k in the first 18 months. generated 964 sales in my first 18 months and only $745 in returns.•Lead and mentor clients on market structure and trends, ensuring their understanding of the stock market•Create and lead a 12 week structured mentorship program, analyzing market trends and breaking down complex concepts in a manner the most novice trader could understand•Develop and implement effective marketing strategies to reach potential customers and drive sales growth, leveraging social media platforms and influencer partnerships to increase brand visibility and attract new clients

Detroit, Michigan, Us

•Achieved Top banker, brand ambassadorAssisted in diversity and inclusion initiatives within the collegiate level to attract diverse young talent and expand reach in underrepresented communities.•Cold and warm called leads to generate new business and retain clients, leveraging CRMs.•Handled mortgage loan origination, refinance, purchase and client retention responsibilities

•Place trades, wire funds, maintain healthy client relationships with high net-worth clients•Collaborate with the investment team to develop personalized investment strategies for high net worth clients, ensuring alignment with their financial goals and risk tolerance

Valley Forge, Pa, Us

•Answer incoming calls in a call center environment placing trades •Prepare financial documents to open new accounts

Newark, New Jersey, Us

Washington, D.C., Us

Washington, Dc, Us

• Published in the Ronald E McNair Peer Review Journal• Presentation Won first place in Science Research Day Contest at Howard University. • Kept a daily-organized journal documenting the progress examining how calreticulin partitioned into different cellular compartments through acetylation.

Columbus, Ohio, Us

• Independently researched under the leadership of Amanda Simcox, PhD in the department of molecular genetics• Cultured gene switch Ras cell lines injecting 150 host flies, of which 147 expressed oncogenic Ras • Currently in process of being published The skills used included cell cultures, micro injections, transplantations, growth curves, protein purifications, running gels, and science journal presentations

Bachelor Of Science (B.S.), Chemistry

Master Of Business Administration - Mba, Business Administration And Management, General