Jon L Williams, Caia Email & Phone Number

Charlotte Nc | Washington Dc

Providing strategic direction and advice in collaboration with the creator, leadership team, and board of directors as the business develops towards go to market and ultimately launching the platform.Actively involved with the seed fundraising strategy and execution as well as capital introduction.

Charlotte Nc

Forex (FX) sales and trading covering corporate, commercial, law firm specialty practice, family office, and UHNW segments. Experienced in positioning FX spot and risk management (hedging), as well as FX investment products. Consulted with clients to streamline their FX spot trading needs including converting to electronic trading over voice. Delivered client value through software as a service (SaaS) platform capabilities either using our proprietary trading platform or through API interface directly into their enterprise resource planning (ERP) systemPerformed analysis on client's FX hedging programs and provided advice and recommendations on alternate solutions to help address client concerns including hedging costs, enhancing hedge accounting treatment, and account diversification.Promoted to Team lead and manager for the east coast covering the Wealth & Investment Management division*Wells Fargo Corporate & Investment Banking (CIB) is the trade name for the corporate banking, capital markets, and investment banking services of Wells Fargo & Company and its subsidiaries, including but not limited to Wells Fargo Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, Wells Fargo Prime Services, LLC, member of FINRA, NFA and SIPC, and Wells Fargo Bank, N.A. Wells Fargo Securities, LLC and Wells Fargo Prime Services, LLC, are distinct entities from affiliated banks and thrifts.**Wealth & Investment Management offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC. Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker dealers and non-bank affiliates of Wells Fargo & Company.

High performer within a specialized team dedicated to consulting, structuring and executing forex (FX) riskmanagement and investment trading strategies for the bank's clients in the Wealth & Investment Management division.Advanced team was created due to the significant business we had developed and we were instrumental working with senior leaders in its build-outPromoted to primary coverage for the eastern US.Team sought to exceed revenue and growth targets in each year developing large FX derivatives and structured deposits portfolio.Wells Fargo Corporate & Investment Banking (CIB) is the trade name for the corporate banking, capital markets, and investment banking services of Wells Fargo & Company and its subsidiaries, including but not limited to Wells Fargo Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, Wells Fargo Prime Services, LLC, member of FINRA, NFA and SIPC, and Wells Fargo Bank, N.A. Wells Fargo Securities, LLC and Wells Fargo Prime Services, LLC, are distinct entities from affiliated banks and thrifts.Wealth & Investment Management offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC. Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker dealers and non-bank affiliates of Wells Fargo & Company.

Successfully built and developed a book of business in a new region for the forex (FX) business covering wealth and investment management division.Sought to exceed revenue and growth goals each year by positioning and executing on full suite of FX offerings.Wells Fargo Corporate & Investment Banking (CIB) is the trade name for the corporate banking, capital markets, and investment banking services of Wells Fargo & Company and its subsidiaries, including but not limited to Wells Fargo Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, Wells Fargo Prime Services, LLC, member of FINRA, NFA and SIPC, and Wells Fargo Bank, N.A. Wells Fargo Securities, LLC and Wells Fargo Prime Services, LLC, are distinct entities from affiliated banks and thrifts.Wealth & Investment Management offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC. Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker dealers and non-bank affiliates of Wells Fargo & Company.

Charlotte Nc

Specialized in short-term fixed income vehicles from money market funds to short/intermediate duration bond funds and separate account strategies (Corp/Muni/StrucProd)Client focus on C suite, Treasurers and Cash Managers of large corporates and institutional investorsTargeted balance sheet operating funds/cash reserves, capital markets proceeds, captive insurance assets

Audits of Finance and IB business involving Treasury, balance sheet management and off balance sheet activities and structuresPromoted to perform as auditor-in-charge on audit projects for Finance & Corporate Activities team

Performed in-depth analysis of monthly financial statements and activities of all subsidiariesReconciled and processed all inter-company transactions for inter-company billing and tax settlement