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@kestrafinancial.com
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Malcolm Williams is listed as Finance Professional | Wealth Management Expert | Financial Advisor | Veteran at Kestra Financial, a company with 235 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at kestrafinancial.com and a matched LinkedIn profile for Malcolm Williams.
Malcolm Williams previously worked as Cashier 1 at Kestra Financial and Department Manager at Tyler'S.
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AeroLeads found 1 current-domain work email signal for Malcolm Williams. Compare company email patterns before reaching out.
As a finance professional with a strong track record in both the corporate and retail sectors, I have developed a keen understanding of financial transactions, investment products, and client relationships. My journey began as a Financial Management Technician in the United States Army, where I honed my attention to detail and financial advisory skills while managing contracts and overseeing substantial sums.In my current role as a Cashier 1 at Kestra Financial, I have immersed myself in the wealth management field. I efficiently manage high volumes of financial transactions, ensuring accuracy and compliance with regulatory requirements. My dedication to safeguarding client assets and maintaining confidentiality standards has resulted in a pristine error-free transaction record. Collaborating closely with wealth management advisors and financial planners, I provide timely and efficient service, adding value to our clients' portfolios.In addition to my financial expertise, my background as a Department Manager and Assistant Manager in the retail industry has equipped me with strong leadership, inventory management, and employee supervision skills. I have achieved notable results in optimizing stock levels, managing financial deposits, and fostering a cohesive team environment.My skills encompass a wide range of financial software proficiency, including integrated cashiering platforms, QuickBooks, and Salesforce. With my experience and expertise, I am poised to contribute significantly to finance and wealth management organizations, combining my passion for financial excellence with a dedication to exceptional client experiences.I am actively seeking new opportunities to leverage my financial acumen and leadership skills in a dynamic finance or wealth management role. Let's connect and explore how I can contribute to your team's success.
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A career timeline built from the work history available for this profile.
Proficiently managed high volumes of financial transactions, including deposits, withdrawals, and transfers, ensuring accuracy and compliance with regulatory requirements.Demonstrated exceptional attention to detail when reconciling client accounts and handling sensitive financial information, maintaining a track record of error-free.
Ensured 100% accuracy in managing incoming and outgoing inventory, maintaining a meticulous approach to inventory control.Achieved over 98% stock levels on the sales floor, optimizing product availability for customers.Collaborated with senior management to oversee employee schedules, pay scales, hiring, and promotions, contributing to a cohesive team.
Houston, Texas, United States
Enhanced the customer experience by providing education on Vegan products, fostering customer loyalty.Managed cash payments and deposits, ensuring accurate financial transactions.Handled up to 5 online orders daily for small companies and individual customers, showcasing multitasking abilities.Supervised a team of 2 through training and daily operational.
El Paso, Texas, United States
Elevated the shopping experience for customers, driving sales growth and customer satisfaction.Developed and executed strategies for shipment receiving and inventory accuracy, contributing to efficient operations.Successfully managed monthly inventory, ensuring 100% accuracy through effective delegation and coordination.Led a team of 4 in daily inventory.
El Paso, Texas, United States
Processed financial documents for over 50 service members daily, showcasing attention to detail and efficiency.Managed contracting and finance activities, focusing on closeouts, de-obligations, and modifications for over $3.5M in contracts.Monitored contract closeouts for approximately 170 contracts valued at $120M, ensuring compliance and accuracy.Guided.
Other employees you can reach at kestrafinancial.com. View company contacts for 235 employees →
George Threadgill Iv
Colleague at Kestra Financial
Austin, Texas Metropolitan Area, United States
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Angela Perry
Colleague at Kestra Financial
Austin, Texas, United States, United States
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Trevor Foxworth
Colleague at Kestra Financial
Austin, Texas, United States, United States
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Manoj Shekhawat
Colleague at Kestra Financial
Delhi, India, India
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Greg Chebuske
Colleague at Kestra Financial
Fairfield, New Jersey, United States, United States
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Ramachandran Paramasivam
Colleague at Kestra Financial
Dripping Springs, Texas, United States, United States
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Dain Petersen
Colleague at Kestra Financial
Austin, Texas, United States, United States
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Carolyn Castro
Colleague at Kestra Financial
Fort Worth, Texas, United States, United States
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JK
Jack Kerstiens
Colleague at Kestra Financial
Austin, Texas, United States, United States
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SO
Samuel Oseni
Colleague at Kestra Financial
Lagos, Lagos State, Nigeria, Nigeria
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Quick answers generated from the profile data available on this page.
Malcolm Williams works for Kestra Financial.
Malcolm Williams is listed as Finance Professional | Wealth Management Expert | Financial Advisor | Veteran at Kestra Financial.
AeroLeads has found 1 work email signal at @kestrafinancial.com for Malcolm Williams at Kestra Financial.
Malcolm Williams is based in Austin, Texas, United States while working with Kestra Financial.
Malcolm Williams has worked for Kestra Financial, Tyler'S, Vegside, Vans, A Vf Company, and Us Army.
Malcolm Williams's colleagues at Kestra Financial include George Threadgill Iv, Angela Perry, Trevor Foxworth, Manoj Shekhawat, and Greg Chebuske.
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