• Develop and execute comprehensive integration plans that align with the company’s strategic goals and operational frameworks.• Facilitate communication with newly acquired firms to support change management and promote a positive onboarding experience.• Coordinate with cross-functional teams to ensure smooth integration of technology, operational processes, and data assets.• Identify potential challenges in the integration process and proactively implement solutions to address them.• Collaborate with technology teams to integrate CRM, portfolio management, billing, compliance, and other core RIA systems.• Educate new firms on operational processes to ensure consistency across the organization.• Serve as a primary point of contact between the post-close integration team and senior leadership, providing regular updates on integration progress and challenges.• Work with Data Migration team to oversee the migration of acquired entities’ systems and workflows to align with the firm’s standard operating procedures.• Work with finance, legal, and compliance departments to ensure that integration processes align with regulatory requirements and contractual obligations.• Identify risks associated with integration and data migration and develop mitigation strategies.• Conduct post-integration reviews to identify improvement areas for future integrations.

• Develop and implement operational strategies aligned with our goals and objectives• Evaluate existing operational processes, identify bottlenecks, and implement process improvement initiatives• Streamline workflows and procedures to enhance efficiency and improve overall productivity• Establish and monitor performance metrics to track process effectiveness and identify areas for further optimization• Lead and mentor a team of operational professionals, providing guidance, coaching, and support• Foster a collaborative and high-performance work culture, promoting teamwork, accountability, and continuous learning• Conduct regular performance evaluations and provide constructive feedback to promote employee development and engagement• Collaborate with cross-functional teams to ensure coordination and alignment of operational activities• Prepare comprehensive reports, dashboards, and presentations for senior management, highlighting operational performance and recommending applicable strategies• Manage Client Service process across entire business• Participate in projects focused on enhancing operational processes, implementing new technologies, or introducing best practices• Stay up to date with industry trends, latest technology and operational innovations, incorporating them into Twickenham Advisors’ operational strategies

- Project lead for conversions onto the custody and clearing (RIA) platform; ability to manage own workflow while keeping key stakeholders appropriately involved and up to date- Fosters and collaborates in the development of new client relationships- Acts as primary point of contact during onboarding to the platform- Effective external and internal client communications- Develops and maintains an in-depth understanding of custody and clearing business, its products, and supporting functions- Conducts effective educational meetings delivering a professional presentation- Ensures follow up and trains to inquiries related to services, qualifications, instructions or paperwork requirements for various programs- Ensures completion of all onboarding related tasks; maintains Salesforce workflow and data requirements- Ensures accuracy, completion and archival of onboarding contracts- Proactively monitors onboarding activity with the ability to identify system or potential risk situations and escalates appropriately- Builds and maintains key relationships and coordinates tasks with internal business lines, demonstrating a culture of engagement and assistance

- Keep and update compliance files; stay adept in and assist with implementing new compliance regulations, especially Prudent Process documentation- Assist branch manager and financial advisors with creation, modification, andimplementation of discretionary models- Place mutual fund, equity and annuity orders for financial advisors- Assist clients with paperwork requests, as well as questions related to account information,technology updates, mailings, proxies, distributions, contributions, rollovers, death claims, class action settlements, etc.- Assist financial advisors in creating financial plans (GPM), decision making when creating proposals, meeting preparation- Assist branch manager in onboarding/transitioning new financial advisors to the branch- Manage all staff hiring and firing, PTO requests, payroll changes, 401(k) contributions, etc.- Execute marketing communications, including construction of letter and email campaigns- Assist all branch associates with going “paperless” and piloting new technologiesInvestment advisory services offered through Raymond James Financial Services Advisors, Inc. Williamson Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

- Primary point of contact to assist clients with questions and concerns related to account information, technology updates, mailings, appointments, directions, proxies, distributions, contributions, class action settlements, etc.- Place mutual fund and equity trades for financial advisors, as well as annuity orders- Assist financial advisors in creating financial plans (GPM), decision making when creating proposals, meeting preparation including the creation of client review reports and proposals, setup and implementation of client segmentation and service models- Keep and update daily schedules for all office personnel- Organize and index all client files, both paper and electronic- Process client paperwork for new accounts, account maintenance, death claims, distributions and rollovers- Keep and update compliance files; stay adept in and assist with implementing new compliance regulations- Execute all marketing communications including digital media, email campaigns, direct mail campaigns, event coordination and social media

- Assist financial advisors with meeting preparation - Place mutual fund and equity trades for financial advisors - Keep and update daily schedules for all office personnel - Organize and index all client files, both paper and electronic - Train new employees on office operations and procedures - Process client paperwork for new accounts, account maintenance and death claims - Keep and update Compliance files; learn and implement new Compliance regulations - Primary point of contact to assist clients with questions and concerns related to account information, technology updates, mailings, appointments, directions, proxies, distributions, contributions, etc. - Assist with all aspects of company marketing, including coordinating events, mailings, seminars, etc. - Update social media pages such as Twitter, Facebook and LinkedIn for both office personnel and company - Order and inventory all marketing and office supplies as needed - Complete daily clerical tasks such as light office cleaning, organizing, filing, faxing and scanning - Send out personal cards or “Random Acts of Kindness” to clients

- Prepare food and drinks- Keep clean workstation and restaurant- Learn and follow proper food safety guidelines and procedures- Provide outstanding customer service to visitors of Walt Disney World parks- Interact with small children- Create "Magic Moments" for visiting families, foreign and domestic