Brian Williams Email & Phone Number

Manage projects and key vendor relationships relating to firms market data goals and align business strategies with IT Initiatives. Key responsibilities include working with the business to understand market data goals and objectives; managing the product life-cycle from discovery to procurement and contract negotiation, and implementation; direct IT resources and lead project teams; provide subject matter expertise for market data and third party, and in house developed applications.

Managed the strategic planning, production, budget and day-to-day operations for the Broker Application Support department, a second level IT support team responsible for troubleshooting and resolving application issues for financial advisors and service associates. Managed a staff of 26.

Established a book of business and managed investment portfolios.Marketed, prospected and qualified potential investors on financial products suitable to investment objectives and serviced client accounts providing timely, sound, and practical financial advice.