Bradley Williams

Bradley Williams Email and Phone Number

Wealth Planning Associate @ Truepoint Wealth Counsel
Cincinnati, OH, US
Bradley Williams's Location
Cincinnati Metropolitan Area, United States
Bradley Williams's Contact Details

Bradley Williams work email

Bradley Williams personal email

n/a
About Bradley Williams

Bradley Williams is a Wealth Planning Associate at Truepoint Wealth Counsel.

Bradley Williams's Current Company Details
Truepoint Wealth Counsel

Truepoint Wealth Counsel

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Wealth Planning Associate
Cincinnati, OH, US
Website:
truepointwealth.com
Employees:
104
Bradley Williams Work Experience Details
  • Truepoint Wealth Counsel
    Wealth Planning Associate
    Truepoint Wealth Counsel
    Cincinnati, Oh, Us
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  • Total Quality Logistics
    Financial Analyst
    Total Quality Logistics Oct 2023 - Present
    Cincinnati, Ohio, United States
    Given ownership of the LTL side of the Business which makes up 20% of all revenue.Became an expert in data analysis using SQL Server, Microsoft Excel, Power BI and Alteryx to build financial reports leading to business success and efficiency.Responsible for building and sharing a weekly KPI report sent to the CEO, CFO, and all major company leaders to analyze company growth and earnings
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  • Kentucky Army National Guard
    Sergeant In The Kentucky Army National Guard
    Kentucky Army National Guard Dec 2016 - Present
    Frankfort, Kentucky
    • Perform for military or government ceremonies/events• Graduated from Basic Combat Training at Fort Benning, Georgia.• Completed the Army School of Music (Norfolk, VA)• Attended and passed Basic Leadership Course (BLC) focusing on management skills
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  • The E.W. Scripps Company
    Accountant
    The E.W. Scripps Company May 2022 - Oct 2023
    Cincinnati, Ohio, United States
    • In charge of prepaids and other assets overseeing more than $20 million monthly.• Point of contact and accountant for 26 local media stations within the United States• Direct all Cash, credit, and wire transfers within EW Scripps entities.• Oversee and reconcile all accounts payable activity for all brands in EW Scripps portfolio, totaling almost $100 million each month.
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  • National Wealth Management Group, Llc
    Financial Advising Intern
    National Wealth Management Group, Llc May 2021 - Aug 2021
    Sharonville, Ohio, United States
    • Worked Directly with Charles Schwab and LPL Financial, learning their systems and products to help clients through offered funds and resources.• Set up a system to ensure all contact information and financial decisions were logged.• Took part in meetings with senior advisor, clients and preparing for Series 7 exam.
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  • Morehead State University
    Resident Advisor
    Morehead State University Jan 2020 - May 2021
    Morehead, Kentucky
    • Supervised 50 college students in order to maintain safety and ensure a successful college experience.• Planned and organized community events to increase student involvement on campus.• Managed and oversaw all residents in order to provide a safe environment for students.
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  • The Hillman Group
    Audit Intern
    The Hillman Group May 2020 - Aug 2020
    Hamilton, Ohio, United States
    • Worked directly under the CFO as well as the Senior Auditor• Ensured all expenses and income were managed correctly.• Created and completed Hillmans annual Sarbanes 10-K audit plan.• Gained experience in the accounting and auditing field adding to the year-end numbers.
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  • Target
    Team Member
    Target Nov 2015 - Jul 2019
    Fields Ertel, Ohio
    • Promote new products to customers.• Knowledgeable of all electronics to help educated guests.• Ensured floor displays were properly staged, stocked, and strategically placed to enhance guest experience.
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  • Mcdonald'S
    Crew Member
    Mcdonald'S Oct 2014 - Nov 2015
    Loveland, Ohio
    • Excited to serve customers and help create a great experience every day.• Collaborated with crew members and managers to make the business run smoothly.
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Bradley Williams Education Details

Frequently Asked Questions about Bradley Williams

What company does Bradley Williams work for?

Bradley Williams works for Truepoint Wealth Counsel

What is Bradley Williams's role at the current company?

Bradley Williams's current role is Wealth Planning Associate.

What is Bradley Williams's email address?

Bradley Williams's email address is b.****@****ate.edu

What schools did Bradley Williams attend?

Bradley Williams attended Morehead State University.

Who are Bradley Williams's colleagues?

Bradley Williams's colleagues are Angela Jiang, Kimberly Seuberling, Kathleen J. Schnelle, Cpa, Bill Felix, John Wolfenden, Jd, Nate Johnson, Cfp®, Christine Carleton.

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