Kris Williams

Kris Williams Email and Phone Number

Financial Solutions Advisor at Bank of America & Merrill @ Bank of America Merrill Lynch
Greeley, CO, US
Kris Williams's Location
Greeley, Colorado, United States, United States
Kris Williams's Contact Details

Kris Williams work email

Kris Williams personal email

n/a
About Kris Williams

Experienced financial advisor known for consistently exceeding expectations delivering exceptional customer experiences in financial advising, planning, portfolio rebalancing and gathering new assets. Works with retail clientele with an average household balance of $2M ranging upwards to $100M. Resourceful team-builder and thought leader adept at problem solving. Skilled in Salesforce, Money Guide Pro, Microsoft Office, public speaking and financial consulting. Strong finance professional graduated from Purdue University.

Kris Williams's Current Company Details
Bank of America Merrill Lynch

Bank Of America Merrill Lynch

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Financial Solutions Advisor at Bank of America & Merrill
Greeley, CO, US
Website:
bofaml.com
Employees:
16981
Kris Williams Work Experience Details
  • Bank Of America Merrill Lynch
    Bank Of America Merrill Lynch
    Greeley, Co, Us
    View
  • Bank Of America Merrill Lynch
    Financial Solutions Advisor
    Bank Of America Merrill Lynch Aug 2023 - Present
    Charlotte, Nc, Us
    View
  • Schwab Wealth Investment Advisory, Inc.
    Associate Wealth Advisor
    Schwab Wealth Investment Advisory, Inc. Jan 2021 - Jul 2023
    View
  • Schwab Private Client Investment Advisory, Inc.
    Sr Specialist, Associate Private Client Advisor
    Schwab Private Client Investment Advisory, Inc. Mar 2020 - Jan 2021
    View
  • Charles Schwab
    Financial Consultant Partner
    Charles Schwab Nov 2018 - Feb 2020
    Westlake, Texas, Us
    View
  • Charles Schwab
    Investment Consultant
    Charles Schwab Jul 2018 - Oct 2018
    Westlake, Texas, Us
    View
  • Charles Schwab
    Financial Consultant Academy
    Charles Schwab Jul 2016 - Jun 2018
    Westlake, Texas, Us
    View
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jan 2016 - Jun 2016
    Milwaukee, Wi, Us
    View
  • Spotts Garden Service
    Gardener
    Spotts Garden Service Mar 2015 - Oct 2015
    Indianapolis, In, Us
    View
  • Commercial Team Construction Llc
    Construction Laborer
    Commercial Team Construction Llc May 2011 - Aug 2014
    Indianapolis, Indiana, Us
    View

Kris Williams Skills

Microsoft Word Microsoft Excel Public Speaking Finance Consulting Teamwork

Kris Williams Education Details

  • Purdue University
    Purdue University
    Bachelor Of Science In Management

Frequently Asked Questions about Kris Williams

What company does Kris Williams work for?

Kris Williams works for Bank Of America Merrill Lynch

What is Kris Williams's role at the current company?

Kris Williams's current role is Financial Solutions Advisor at Bank of America & Merrill.

What is Kris Williams's email address?

Kris Williams's email address is kr****@****wab.com

What schools did Kris Williams attend?

Kris Williams attended Purdue University.

What are some of Kris Williams's interests?

Kris Williams has interest in Family, Working Out, Management, Children, Investing, Construction, Marketing, Promoting A Healthy Lifestyle, Cars, Poverty Alleviation.

What skills is Kris Williams known for?

Kris Williams has skills like Microsoft Word, Microsoft Excel, Public Speaking, Finance Consulting, Teamwork.

Who are Kris Williams's colleagues?

Kris Williams's colleagues are Colleen Barry, Helen Conway, Felty Joseph, Johnson O. Durojaiye, Mengdi (Gina) Wu, Christle Holmes, Xiaozhuo Tao.

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