Jacqi Williams Email & Phone Number

Highly qualified, results, and goal oriented senior leader with a record of managing to the highest levels of quality while driving efficiencies, process improvement and cost reduction. A leader with extensive knowledge of financial services brokerage and wealth management operations and a deep customer service management background who has demonstrated the ability to work effectively with multiple constituencies in fast-paced and demanding environments. A leader able to communicate a vision and manage the details of strategy implementation. * Strong communicator with the ability to gain consensus to create and execute effective plans that deliver measurable results. * Innovative problem solver with strong analytical skills; takes proactive approaches to identifying and solving complex business problems.* Effective coaching skills on methods and approaches for meeting and/or exceeding productivity targets.* FINRA LICENCES: Series 7, 6, 63 and 24Specialties: *Strategic Planning*Change Management*Team Building *Relationship Management

Listed skills include Management, Financial Services, Team Building, Process Improvement, and 16 others.