Beth Williams Email and Phone Number
Beth Williams work email
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Beth Williams personal email
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Hi there! 👋 I'm Beth and I help women in tech grow their financial independence.If you've been professionally successful but have a nagging suspicion that you could be more strategic with your finances -- you're in the right place. I use a supportive, educational approach to help women grow their wealth. After witnessing my mom struggle financially after divorce, I developed a life-long passion for helping women be better with money. I have a MBA from the UC Berkeley Haas School of Business and have been featured in the Washington Post. I've worked with hundreds of women at companies such as Google, BCG, Intuit, Meta, Spotify, Sephora, and Disney. You can find me dancing Cuban salsa when I'm not nerding out about compound interest!
Future Wallet
View- Website:
- futurewallet.co
- Employees:
- 1
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Founder And Lead Financial PlannerFuture WalletBerkeley, Ca, Us
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Founder & Lead Financial PlannerFuture Wallet Mar 2021 - PresentI offer project based and comprehensive financial planning services for mid-career women in tech & couples. Together, we'll cover topics like: tax planning, retirement, investments, budgeting, cash flow, the psychology of money, and more using evidence-based strategies. Services include: project-based and ongoing financial planning, as well as speaking & corporate events. Learn more at www.futurewallet.co/ Follow on Instagram: @yourfuturewallet
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ParaplannnerKaty Song Financial Planning Jan 2023 - Dec 2023Completed financial planning analyses and wrote plan recommendations for clients, primarily mid-career couples working in tech. Part-time contracted role.Katy Song Financial Planning was acquired by Domain Money. -
Global Process Manager, Finance Transformation - Revenue To Cash OperationsGoogle Nov 2020 - Mar 2022Mountain View, Ca, UsPromoted in November 2020. -
Global Process Manager, Revenue To Cash OperationsGoogle Aug 2018 - Oct 2020Mountain View, Ca, Us
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Mba Intern - Finance OperationsGoogle Jun 2017 - Aug 2017Mountain View, Ca, Us
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Director Of Savings ProgramsJuma Ventures Jan 2015 - Jun 2016San Francisco, Ca, UsAs Director of Savings Programs, I founded and led a new consulting business, securing 30% of my department's personnel budget through new earned revenue. This included advising large U.S. cities (including Boston and NYC) on the banking infrastructure, technology, operations, and legal structure necessary to create scalable matched college savings programs to serve hundreds of thousands of low-income, public school students. -
Assets ManagerJuma Ventures May 2013 - Jan 2015San Francisco, Ca, UsI was promoted to department head within 10 months and oversaw the expansion of my team from two to ten employees as we launched programs in four new cities.During this time I was selected by the CEO as "Employee of the Year" two years in a row, and chosen twice by all employees as "Employee of the Quarter."
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Assets AssociateJuma Ventures Aug 2012 - May 2013San Francisco, Ca, UsJuma operates more than 20 social enterprises in 9 cities across the country, connecting under-resourced youth to employment, education and financial literacy. Since 1993, the agency has employed over 6,000 low-income youth who have generated $29.4 million in enterprise revenue, earned $8.1 million in wages, and saved $5.8 million for higher education.
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Operations AssociateBrilliant Earth Oct 2011 - Jul 2012San Francisco, California, UsBrilliant Earth is one of the fastest growing ecommerce jewelers in the world, and the leader in ethical origin fine jewelry.I oversaw order fulfillment and shipping for all of the company's product lines using NetSuite ERP software.
Beth Williams Skills
Beth Williams Education Details
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University Of California, Berkeley, Haas School Of BusinessMaster Of Business Administration (Mba) -
University Of California, BerkeleySociety And Environment
Frequently Asked Questions about Beth Williams
What company does Beth Williams work for?
Beth Williams works for Future Wallet
What is Beth Williams's role at the current company?
Beth Williams's current role is Founder and Lead Financial Planner.
What is Beth Williams's email address?
Beth Williams's email address is be****@****gle.com
What schools did Beth Williams attend?
Beth Williams attended University Of California, Berkeley, Haas School Of Business, University Of California, Berkeley.
What are some of Beth Williams's interests?
Beth Williams has interest in Economic Empowerment.
What skills is Beth Williams known for?
Beth Williams has skills like Nonprofits, Management, Research, Program Management, Facebook, Community Outreach, Project Management, Marketing, Public Speaking, Social Media Marketing, Financial Literacy, Volunteer Management.
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