Kathleen Williams Email and Phone Number

• Built and maintained strong relationships with diverse institutional clients, including regional banks, municipalities, and credit unions, while providing tailored investment solutions• Collaborated with research teams to analyze market trends and develop investment strategies• Utilized market insights to identify and propose new investment opportunities for clients• Participated in industry conferences and training sessions to maintain up-to-date market knowledge• Gained insights into balance sheet consulting, liquidity, and risk modeling strategies through shadowing Asset Liability Management (ALM) lead analysts

• Led cross-functional teams to execute marketing strategies, achieving growth in audience engagement• Managed multiple projects simultaneously, ensuring timely delivery of marketing campaigns• Spearheaded an agile digital marketing campaign, delivering 42.5% cost savings• Achieved 25% increase in Instagram followers and 30% boost in overall engagements• Increased email marketing click-through rates by 15% through targeted content strategies