Eric Williams

Eric Williams Email and Phone Number

Wealth Advisor @ Goldbloom Wealth Management LLC
Eric Williams's Location
Seattle, Washington, United States, United States
Eric Williams's Contact Details

Eric Williams personal email

n/a
About Eric Williams

Analytical thinker and innovative problem-solver driven to deliver results and create value for my clients. Passionate about the process of continuous self-improvement both personally and professionally. In my free time I enjoy learning Spanish, reading books, playing chess, travel, and spending quality time with friends and family.

Eric Williams's Current Company Details
Goldbloom Wealth Management LLC

Goldbloom Wealth Management Llc

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Wealth Advisor
Eric Williams Work Experience Details
  • Goldbloom Wealth Management Llc
    Lead Wealth Advisor
    Goldbloom Wealth Management Llc Jan 2023 - Present
    Bellevue, Washington, Us
    As fiduciary wealth management and retirement advisors, Goldbloom Wealth Management offers total financial and asset management services using both market strategies and insurance products. We utilize institutional money managers with Global Investment Performance Standards (GIPS) compliant audited track records along with a variety of products such as annuities, life insurance, disability and long-term care.
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  • Goldbloom Wealth Management Llc
    Associate Wealth Advisor
    Goldbloom Wealth Management Llc Oct 2021 - Jan 2023
    Bellevue, Washington, Us
    As fiduciary wealth management and retirement advisors, Goldbloom Wealth Management offers total financial and asset management services using both market strategies and insurance products. We utilize institutional money managers with Global Investment Performance Standards (GIPS) compliant audited track records along with a variety of products such as annuities, life insurance, disability and long-term care.
    View
  • Ohana Fiduciary Corporation
    Finance Manager
    Ohana Fiduciary Corporation Feb 2021 - May 2021
    Seattle, Washington, Us
    As a Financial Manager for Ohana, I was responsible for the management of the financial affairs for specifically assigned clients, which included budget preparation, cash flow management, bill-paying, oversight of domestic employee compensation, investment monitoring, income tax return coordination, and other financial issues unique to given clients' circumstances. In addition, I worked closely with the persons involved with the management of my clients' care to ensure that each clients' unique needs and preferences were upheld in the process of managing their financial affairs.
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  • Willamette College Of Law Advanced Trusts And Estates Clinic
    Student Attorney
    Willamette College Of Law Advanced Trusts And Estates Clinic Aug 2019 - Apr 2020
  • Whitford Law Offices Llc
    Law Clerk
    Whitford Law Offices Llc May 2018 - Jul 2018
    -Analyzed key legal issues for clients to explore potential solutions-Researched employment law and drafted legal documents to deliver successful client outcomes
  • Quanzhou Keji Middle School
    English Foreign Language Teacher
    Quanzhou Keji Middle School Aug 2012 - Jun 2013
    -Created culturally enriching curriculum for a wide range of English levels resulting in increased proficiency-Collaborated with other teachers to redesign and improve the quality of the "English corner" after-school by addressing the staffing process and introducing new activities which resulted in increased attendance and participation by students-Presented at numerous school utilizing the after-school "English corner" as a recruitment tool and major benefit for potential students leading to increased enrollment and retention

Eric Williams Education Details

  • Willamette University College Of Law
    Willamette University College Of Law
    Law
  • Willamette University Mba
    Willamette University Mba
    General
  • Em Strasbourg Business School
    Em Strasbourg Business School
    International Business
  • Western Washington University
    Western Washington University
    Social Sciences
  • Colorado State University Pueblo
    Colorado State University Pueblo

Frequently Asked Questions about Eric Williams

What company does Eric Williams work for?

Eric Williams works for Goldbloom Wealth Management Llc

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

Eric Williams's current role is Wealth Advisor.

What is Eric Williams's email address?

Eric Williams's email address is er****@****afc.com

What schools did Eric Williams attend?

Eric Williams attended Willamette University College Of Law, Willamette University Mba, Em Strasbourg Business School, Western Washington University, Colorado State University Pueblo.

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