George Williams Email and Phone Number

Create and present pro forma revenue forecasts, cash flow projections, and burn-rate calculations for startup IoT technology company and it's current and prospective investor partners. Establish basis for current and projected valuation metrics. Partner with founders and engineering teams to ensure financial, strategic, and operational objectives are met. Design financial models to predict future performance, perform scenario analysis, and guide the business on strategic decisions.

Maintained a book of business as a fee-based Investment Advisory Representative. Provided analysis of clients' asset allocation models, portfolio holdings, and risk management strategies. Presented analysis along with recommended model and portfolio changes as necessary to align clients' resources with their financial goals. Revisit and revise plans periodically to adapt to clients' changing financial situations and evolving goals.

Identified and established contact with critical business users, influencers, decision makers, and approvers in the institutional sales cycle. Developed and executed complex, multi-layered direct marketing campaigns targeting carefully sequenced milestones on the roadmap to closing new business with institutional clients. Created and presented pro forma revenue forecasts, negotiated terms and conditions, and brought on new partner financial institutions.

Developed and maintained a book of business as a fee-based Investment Advisory Representative. Provided analysis of clients' current asset allocation models, portfolio holdings, and risk management strategies. Presented analysis along with recommended model and portfolio changes as necessary to align clients' resources with their financial goals. Revisit and revise plans periodically to adapt to clients' changing financial situations and evolving goals.

Responsible for winning new clients and deepening and strengthening existing client relationships through advising on investment solutions. Conducted investment reviews with clients to validate their current investment objectives and prepared recommendations of appropriate investment products. Developed financial plans, investment strategies, and advised on asset allocation

Developed and implemented marketing efforts to acquire and retain new financial planning clients for American Express Financial Advisors. Designed most effective financial plans possible within clients’ budget, timeframe, and risk tolerance. Presented financial plans with recommendations for client approval and implemented through recommended investment, banking, and insurance vendors. Monitored clients’ portfolios, reported on performance, and rebalanced as necessary.

Rallied resources in web development, graphic design, and copywriting to develop clients' interactive marketing campaigns. Integrated with sales lead management and eCRM tools, and negotiated with interactive media partners to develop the most cost-effective strategies. Clients and campaigns included BMC Software and AMD’s launch for their dual core processor. Presented campaign recommendations for client approval and brokered ad placements with interactive media vendors. Implemented campaigns and reported return on investment.

Managed a team of interactive media planners and buyers in Leo Burnett’s new San Francisco Starcom IP office. Developed and executed interactive marketing communications campaigns for large, multinational clients; including PeopleSoft’s CRM suite and the highly-anticipated launch of PeopleSoft 8.

Coordinated with clients and internal teams of creative and technical developers to envision and implement new interactive marketing campaigns for clients of the Houston, TX and NYC offices. Authored online media strategies and managed campaigns for Glaxo SmithKline, Paramount Home Pictures, and RedMeteor.com

Responsible for developing new interactive marketing strategies and executing campaigns for Tenagra's clients. Worked closely with clients and internal teams of creative and technical developers to define the scope of interactive marketing and metrics for success. Maintained deadlines, budgets, and performance reporting to ensure business objectives were met for both clients and internal stakeholders.

Coordinated with clients, the account services team, creative director, copywriters, and developers to define the market, message, and medium for new interactive advertising campaigns. Negotiated with outside media vendors and publishers to reach target market and preserve client budgets. Measured campaign effectiveness against established metrics and reported return on investment. Clients and campaigns included i2 Technologies, Child Support Enforcement, iDOT.com, and the launch for Hitachi Data System's RAID enterprise data storage device.