Erich K. Williams Email and Phone Number
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Erich K. Williams personal email
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Seasoned executive with over 15 years of experience working with organizations in the public and private sectors including banking and financial services, insurance, information and professional services, telecommunications, entertainment, and fashion. Solid background in sales, business development, training, coaching, consulting, and publishing. Experienced in international business. Clear understanding of world cultures, with the ability to mesh diverse cultures into a succinct unified business acumen.Specialties: - Financial Services- Sales- Marketing- Business Deveopment- Public Speaking- Training (Soft Skills, Sales, Software - Proprietary and out of the box)- Coaching- Adult Learning- Conflict Resolution
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 10
- Company email:
- Johrenk7@gmail.com
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Financial ConsultantFidelity Investments Apr 2023 - PresentBoston, Ma, Us
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Wealth Management BankerMerrill Lynch Mar 2021 - Mar 2023New York, Ny, Us -
Avp - Private BankerMorgan Stanley Jul 2017 - Jan 2021New York, Ny, Us -
Assistant Vice President - Financial Solutions AdvisorMerrill Edge Mar 2015 - Jul 2017 -
Relationship BankerJpmorgan Chase May 2014 - Nov 2014New York, Ny, UsDeepen relationships with current Chase depositors by introducing them to banking products that suit their current and long term financial goals. -
Financial AdvisorMorgan Stanley Wealth Management 2012 - 2014New York, Ny, UsCreate sustainable financial strategies that address the financial goals for individuals, and business clients.
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Consulting Group TrainerMorgan Stanley Wealth Management 2010 - 2012New York, Ny, UsFacilitate, design, and support Morgan Stanley Smith Barney’s joint venture training initiative for sales/branch personnel – large groups, 1-on-1, and web training on procedural, policy, and technology platform changes related to Morgan’s entire fee based platform. Coordinate and Lead Training with branch management, additional contract Trainers, gather and report metrics back to NY office.
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Training LeadCity Of New York Jan 2009 - Feb 2009New York, New York, Us- Create strategic and tactical plans for rollout new software application to 1500 locations- Full life cycle of ADDIE and ISD processes- Create Train the Trainer model for SMEs - Work closely with Change Management team- Determine blended approaches for training methodologies- Create sustainable citywide training infrastructure- Leverage best practices across NYC end user bases -
Training LeadKpmg 2008 - 2009Toronto, On, Ca- Lead training initiative for global rollout of SAP for major firm- Create strategic and tactical plans for global rollout to 140 countries- Full life cycle of ADDIE and ISD processes- Create Train the Trainer model for SMEs- Manage Learning Budget- Extensive travel- Determine blended approaches for training methodologies- Create global training infrastructure- Champion process flow to global end user base- Leverage best practices across global end user bases -
Global Director, Training & Development MisThomson Reuters 2007 - 2008Toronto, On, CaCreated strategy for international learning and development support of 28 finance and sales operations software applications supporting Thomson across market segments. Aligned learning initiatives with leadership competencies, determined competency gaps and bench strengths, measured effectiveness of programs against competencies and business results, sought leadership experiences and exposures to recreate, sought new learning methodologies to drive performance from good to great. Utilizing:- Full life cycle of ADDIE and ISD processes- Coaching (Management and Sales)- Created strategies for blended learning (Web, Simulations, Classroom, 1-on-1 sessions)- Implemented OnDemand Software- Conducted Train-the-Trainer sessions for staff (ongoing)- Ongoing evaluation of training documentation methodology- Career Development & Training of MIS Training Team- Created job specific On-Boarding curriculum in conjunction with HR- Design and Implementation for global rollout of Salesforce.com, and SAP- Extensive Travel (Domestic and International) -
Manager, Mis TrainingThomson Reuters 2006 - 2007Toronto, On, CaOversee training for 20,000+ employees on 5 continents and throughout the domestic US on 28 software applications (proprietary and non-proprietary), covering the entire Order to Cash process at Thomson Financial, Scientific, and Taxation and Accounting market segments. Among the applications supported by my team are the Contracts, CRM, Order Management, Reporting, Billing, Customer Data, Commissions, etc.
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Vp, Sales & Global DistributionUmbrella Entertainment 2007 - 2008Responsible for all distribution channels and pre and post selling for all motion picture and televison projects. Also, responsible for coordination of domestic and international incentives.Create and oversee mentoring program for high school students in NY Metro area interested in pursuing careers in the film industry.
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President & Managing PartnerE2 Enterprises, Inc. 2005 - 2007Provider of business process management, technology, and marketing consulting services to various organizations.Coaching (Management, Job Skills, Sales), Systems Training (Custom Instructional Design, Development, & Implementation), Sales Training (Customized Instructional Design, Development, & Implementation), Job Readiness Training (Soft Skills), Marketing/Branding, Management, Organizational Process, Business Process, Technology (Hardware/Network/Wireless)Industries Serviced:Not for Profit, Mortgage, Luxury Retail, Labor Unions, Local Government, Education, Consulting Firms, Insurance, Telecommunications, Information Services, Entertainment
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Sr. Trainer - Business Systems GroupThomson Financial 2006 - 2006Us- Instructional Design- Gather student evaluations- Track attendance- Provide training on software application associate with Thomson's Order to Cash systems: - Order Management System - Order Tracking System - CRM Training (Peoplesoft 8.0 and Salesforce) - Contract Management - Customer Master - Product Master -
Acting Executive Director, Hip Hop Culture Gallery - City Of Mt. Vernon (Ny)E2 Enterprises, Inc. 2002 - 2004- Job Readiness Training- Coaching - Public Speaking Training- Logo creation- Branding- Create Executive Board- Budget (Operational & Pro Forma)- Fundraising
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Major Account ManagerWorldcom/Mci 2001 - 2002Basking Ridge, Nj, UsSell full range of network products to Fortune 100 - 1000 companies:- Network Infrastructure (UUNet, MCI, WorldCom)- Co Location- Web Hosting- Hardware (Nortel PBX, Cisco Routing)- E Commerce Solutions -
Sr. Sales ManagerGillette Global Network 1997 - 2000Sell full range of network products to Fortune 100 - 1000 companies:- Network Infrastructure (AT&T, Verizon, Bell Atlantic, WinStar, MCI)- Co Location- Web Hosting- Hardware (Lucent, Nortel PBX, Cisco Routing)- E Commerce SolutionsParticipate in Sales Training and Coaching of New Sales Reps
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Quality ConsultantInternational Business Machines 1983 - 1993Armonk, New York, Ny, UsCourse Instructor - Process Analysis Technique (Deming Method)Conducted impact and needs analysis, end user document preparation and management, facilitate, coach, prepare matrices on attendance, adoption, and student evaluations, extensive travel
Erich K. Williams Skills
Erich K. Williams Education Details
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Hartford UniversityMarketing -
Hartford UniversityMarketing
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Suny Westchester Community CollegeComputer Science
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Mt. Vernon High School
Frequently Asked Questions about Erich K. Williams
What company does Erich K. Williams work for?
Erich K. Williams works for Fidelity Investments
What is Erich K. Williams's role at the current company?
Erich K. Williams's current role is Financial Consultant at Fidelity Investments.
What is Erich K. Williams's email address?
Erich K. Williams's email address is er****@****ley.com
What is Erich K. Williams's direct phone number?
Erich K. Williams's direct phone number is +191463*****
What schools did Erich K. Williams attend?
Erich K. Williams attended Hartford University, Hartford University, Suny Westchester Community College, Mt. Vernon High School.
What are some of Erich K. Williams's interests?
Erich K. Williams has interest in Motivational Speaking, Museums, Emerging Technologies, Conflict Resolution, Basketball Coach, Education, Zoos, Reading, Travel (International And Domestic), Gang Intervention.
What skills is Erich K. Williams known for?
Erich K. Williams has skills like Training, Strategy, Leadership, Management, Change Management, Salesforce.com, Business Development, Coaching, Employee Training, Strategic Planning, Sales, Marketing.
Who are Erich K. Williams's colleagues?
Erich K. Williams's colleagues are Danielle Hargis, Julia Moore, Wilmer Cardoza, Zachary Schlueter, Suniel Pinto, Kevin Maher, Patrick Mcnally.
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