Christopher Williams, Cfp®, Ea
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Christopher Williams, Cfp®, Ea Email & Phone Number

Financial Advisor at Bryn Mawr Trust
Location: Newark, Delaware, United States 7 work roles 2 schools
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Current company
Bryn Mawr Trust
Role
Financial Advisor
Location
Newark, Delaware, United States
Company size
666 employees

Who is Christopher Williams, Cfp®, Ea? Overview

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Quick answer

Christopher Williams, Cfp®, Ea is listed as Financial Advisor at Bryn Mawr Trust, a with 666 employees, based in Newark, Delaware, United States. AeroLeads shows a matched LinkedIn profile for Christopher Williams, Cfp®, Ea.

Christopher Williams, Cfp®, Ea previously worked as Sr. Financial Advisor at Bryn Mawr Trust and Financial Advisor at Affinity Wealth Management Llc. Christopher Williams, Cfp®, Ea holds Bachelor Of Arts, Finance from Morehouse College.

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Email format at Bryn Mawr Trust

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Bryn Mawr Trust

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Profile bio

About Christopher Williams, Cfp®, Ea

An articulate, highly-confident and methodical Wealth Management professional, with experience, and a proven record in planning, management and leadership, who displays resilience with challenges and changes in complex environments. Works independently and equally as well, in team settings; interacts effectively with all levels of management and staff, and cultivates excellent employee and customer relations. Consistently demonstrates abilities as an innovative thinker who uses sound judgment in finding solutions, works with ease on several projects simultaneously and completes tasks in an efficient, accurate and timely manner. Possesses skills as a written and oral communicator, and is a dedicated and diligent educator. Adept experience in complex decision making along with policy and program direction. Enthusiastically committed to professional growth, development and excellence.

Current workplace

Christopher Williams, Cfp®, Ea's current company

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Bryn Mawr Trust
Bryn Mawr Trust
Financial Advisor
bryn mawr, pennsylvania, united states
Website
bmtc.com
Employees
666
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7 roles

Christopher Williams, Cfp®, Ea work experience

A career timeline built from the work history available for this profile.

Sr. Financial Advisor

Current
Bryn Mawr Trust

Delaware, United States

Apr 2024 - Present

Financial Advisor

Affinity Wealth Management Llc

Wilmington, Deleware

Affinity Wealth Management LLC is a registered investment advisor. Information in this message is for the intended recipient[s] only. Affinity Wealth Management LLC often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. Affinity Wealth Management LLC makes every effort to ensure that email communications do not contain sensitive information. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the sender that you have received this communication in error, and note that any review or dissemination of, or the taking of any action in reliance on, this communication is expressly prohibited. We remind our clients and others not to send Affinity Wealth Management LLC private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. Please note Affinity Wealth Management LLC does not accept trading or money movement instructions via email. Please visit our website http://www.affinitywealth.com/ for important disclosures.

Sep 2019 - Apr 2024

Global Capital Markets Strategic Implementation Manager

Wilmington Trust

United States

Oct 2018 - Aug 2019

Wealth Adivisor Sr. Investment Associate

Wilmington Trust

Wilmington, Delaware

Oct 2016 - Oct 2018

Investment Accountant Ii

Bny Mellon

Calculate daily Net Asset Values to determine performance of client portfolios. Confirmed market quotes to ensure validity and accuracy of portfolios as well as individual securities. Communicate with TA's, Custodians, and Administrators to make amendments to confirm Daily Cash Projections. Report investable cash balances to portfolio managers and Custodians through daily statements. Reconcile all receivables/payables of a general ledger. Prepare monthly, quarterly, and semi-annual financial statements for SAS-70 audit analysis schedules during the year, and year-end required reporting.

Aug 2007 - Mar 2014

District Circulation Manager

Philadelphia Inquirer & Daily News

Oversaw 30 home delivery and single copy contractors. Recruited, hired and trained new employees and independent contractors. Achieved the company's quarterly and yearly circulation volume goals. Developed and implemented training procedures. Coordinated with advertisers to create sales programs used to increase circulation. Implemented shipping and receiving procedures to increase home delivery consistency and customer retention

May 2001 - Sep 2005
Team & coworkers

Colleagues at Bryn Mawr Trust

Other employees you can reach at bmtc.com. View company contacts for 666 employees →

YL Yvonne Lalime Yvonne Lalime Colleague at Bryn Mawr TrustBryn Mawr, Pennsylvania, United States View → RR Rosemary Rees Rosemary Rees Colleague at Bryn Mawr TrustFolsom, Pennsylvania, United States View → MH Matthew Holt Matthew Holt Colleague at Bryn Mawr TrustPaoli, Pennsylvania, United States View → AH Alfred Harrison Alfred Harrison Colleague at Bryn Mawr TrustWilmington, Delaware, United States View → GA Galal Asherf Galal Asherf Colleague at Bryn Mawr TrustEl Faiyum, Al Fayyum, Egypt View → LM Lisa Miles, Ea Lisa Miles, Ea Colleague at Bryn Mawr TrustCoatesville, Pennsylvania, United States View → AD Amanda Dawson Amanda Dawson Colleague at Bryn Mawr TrustWest Chester, Pennsylvania, United States View → DL Dana Lewis Dana Lewis Colleague at Bryn Mawr TrustNewark, Delaware, United States View → LC Lordman Christian Perez Lordman Christian Perez Colleague at Bryn Mawr TrustKing Of Prussia, Pennsylvania, United States View → KF Kathleen Fitzpatrick Kathleen Fitzpatrick Colleague at Bryn Mawr TrustReading, Pennsylvania, United States View →
2 education records

Christopher Williams, Cfp®, Ea education

Masters Of Business Administration, Finance

Keller Graduate School Of Management Oakbrook
FAQ

Frequently asked questions about Christopher Williams, Cfp®, Ea

Quick answers generated from the profile data available on this page.

What company does Christopher Williams, Cfp®, Ea work for?

Christopher Williams, Cfp®, Ea works for Bryn Mawr Trust.

What is Christopher Williams, Cfp®, Ea's role at Bryn Mawr Trust?

Christopher Williams, Cfp®, Ea is listed as Financial Advisor at Bryn Mawr Trust.

Where is Christopher Williams, Cfp®, Ea based?

Christopher Williams, Cfp®, Ea is based in Newark, Delaware, United States while working with Bryn Mawr Trust.

What companies has Christopher Williams, Cfp®, Ea worked for?

Christopher Williams, Cfp®, Ea has worked for Bryn Mawr Trust, Affinity Wealth Management Llc, Wilmington Trust, Bny Mellon Wealth Management, and Bny Mellon.

Who are Christopher Williams, Cfp®, Ea's colleagues at Bryn Mawr Trust?

Christopher Williams, Cfp®, Ea's colleagues at Bryn Mawr Trust include Yvonne Lalime, Rosemary Rees, Matthew Holt, Alfred Harrison, and Galal Asherf.

How can I contact Christopher Williams, Cfp®, Ea?

You can use AeroLeads to view verified contact signals for Christopher Williams, Cfp®, Ea at Bryn Mawr Trust, including work email, phone, and LinkedIn data when available.

What schools did Christopher Williams, Cfp®, Ea attend?

Christopher Williams, Cfp®, Ea holds Bachelor Of Arts, Finance from Morehouse College.

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