Meredith Williams Email and Phone Number
Meredith Williams's Location
Charlotte Metro, United States, United States
Meredith Williams's Contact Details
Meredith Williams work email
- Valid
- Valid
Meredith Williams personal email
n/a
Meredith Williams phone numbers
About Meredith Williams
Meredith Williams is a Senior Vice President - Wholesale Operations Technology Chief of Staff at Wells Fargo. They possess expertise in middle office, treasury services, leadership development, fixed income, strategic planning and 13 more skills.
Meredith Williams's Current Company Details
Meredith Williams Work Experience Details
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Svp Business Services, Wholesale Operations Technology Chief Of StaffWells Fargo Sep 2023 - PresentSan Francisco, California, Us
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Vp Business Services, Chief Technology OfficeWells Fargo Jul 2020 - Sep 2023San Francisco, California, Us
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Chief Of Staff To Chief Technology OfficeWells Fargo Jan 2020 - Jul 2020San Francisco, California, Us
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Investment Operations ManagerVanguard Jun 2005 - Jan 2020Valley Forge, Pa, UsManage daily operations and strategic direction of the Global Fixed Income Investment Operations team.• Manages staff. Provides guidance, training and motivation as necessary to develop staff. Hires, evaluates, and counsels personnel.• Oversees team responsibilities, which include servicing the investment book of record, supporting all equity, fixed income, foreign exchange, and derivative trade operations, overseeing the reporting and relationships with Vanguard’s Transfer Agencies, and responding to a diverse set of ad hoc requests from portfolio managers with the objective of enabling the IMG Portfolio Managers to make informed investment decisions.• Works globally with peers and leverages broad conceptual thinking and investment acumen to ensure the team’s service model continues to enhance the Investment Management Process.• Maintains a deep and current understanding of global products and investment instruments to help drive business strategies.• Recommends changes to gain efficiencies and ensure quality service.• Champions efforts with an emphasis on minimizing business risk. -
Program Manager, Vanguard Accelerated Development Program, Leadership DevelopmentVanguard Jun 2014 - Apr 2017Valley Forge, Pa, UsManage and administer the Vanguard Accelerated Development Program, which provides high potential talent with a rotational growth experience.• Leads 15 month rotational leadership development program, including the specialized coaching and development of high potential program participants, and guidance of rotation and career selection for future Vanguard leaders• Fosters strategic working relationships with senior business leaders to garner program support, strategically align program practices and participants to business strategy, and identify opportunities to strengthen talent partnership• Collaborates with Recruitment and University Relations to identify quality talent, ensure seamless execution of selection process, and coordinate recruitment and hiring efforts based on leadership development hiring goals• Supports launch of program participants into full time roles and provides ongoing guidance to alumni and business leaders to monitor performance, track trends, and solicit feedback for program improvements
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Supervisor, Fund Treasury Services, Money MovementVanguard 2011 - 2014Valley Forge, Pa, UsSupervised domestic custody-related cash movement processes, initiating 850 SWIFT messages per day averaging $10B.• Managed staff , hired staff and set performance standards. Reviewed staff performance and provided necessary guidance, training and feedback.• Provided process oversight to ensure the timely and accurate receipt/validation of cash movement instructions. Analyzed fund impact based on cash flow, identified process risks of overdrafts or a long balance in custody, concentration, or transfer agency accounts and recommended solutions to mitigate exposure.• Analyzed effectiveness, efficiencies, and cost impacts for decision making in the planning and execution of short and long term strategies to achieve departmental, divisional, and corporate objectives.• Tracked key dashboard indicators to identify trends and ensure appropriate linkage to business risks and process improvement projects.
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Financial Analyst - Fund Treasury Services, Cash Management TrustVanguard 2010 - 2011Valley Forge, Pa, UsCalculated the daily investment of transfer agent account excess cash to maximize interest income while minimizing overdraft fees.• Reported detailed excess cash calculations to middle office, front office, internal advisors (Fixed Income and Quantitative Equity groups) and clients on a daily basis.• Performed data analysis and partnered with account owners to identify trends in cash flows.• Conducted research and recommended solutions to minimize un-invested assets.
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Financial Analyst - Fund Treasury Services, Cash Management Investable CashVanguard 2009 - 2010Valley Forge, Pa, UsMaintained ownership of pooling trade, settlement, and other activity to calculate daily cash projections for over 40 funds.• Reported detailed excess cash calculations middle office, front office, internal advisors (Fixed Income and Quantitative Equity groups) and clients on a daily basis.• Provided analytical support to ensure daily reconciliation of all discrepancies from the prior day projections and made adjustments accordingly.• Trained peers on complexities of cash projections as the team grew in size and scope.
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Financial Associate - Institutional Treasury Services, Funding And Trading OperationsVanguard 2007 - 2009Valley Forge, Pa, UsPerformed operations support for Institutional shareholder disbursements.• Initiated and released wire and automated clearing house payments to external clients and the Federal Reserve and researched payment discrepancies and rejects.
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Financial Associate - Institutional Treasury Services, Bank ReconciliationVanguard 2005 - 2007Valley Forge, Pa, UsPerformed operations support for Transfer Agent account reconciliation.• Reconciled participant account processing against outgoing cash transfers and collaborated with internal and external clients to resolve discrepancies.
Meredith Williams Skills
Middle Office
Treasury Services
Leadership Development
Fixed Income
Strategic Planning
Recruiting
Career Development
Leadership
People Management
Investment Operations
Etfs
Trade Operations
Treasury
Transfer Agency
Back Office Operations
Operations Management
Project Management
Financial Services
Meredith Williams Education Details
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Gettysburg CollegePolitical Science And Government
Frequently Asked Questions about Meredith Williams
What company does Meredith Williams work for?
Meredith Williams works for Wells Fargo
What is Meredith Williams's role at the current company?
Meredith Williams's current role is Senior Vice President - Wholesale Operations Technology Chief of Staff.
What is Meredith Williams's email address?
Meredith Williams's email address is me****@****ard.com
What is Meredith Williams's direct phone number?
Meredith Williams's direct phone number is (877) 662*****
What schools did Meredith Williams attend?
Meredith Williams attended Gettysburg College.
What skills is Meredith Williams known for?
Meredith Williams has skills like Middle Office, Treasury Services, Leadership Development, Fixed Income, Strategic Planning, Recruiting, Career Development, Leadership, People Management, Investment Operations, Etfs, Trade Operations.
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