Robert Williams Email and Phone Number
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Financial services professional with extensive lending, investing and economic development experience enjoying a career pivot to focus on impact investing and economic development in underserved communities.
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Regional Manager - Planning And Community DevelopmentRainier Valley Community Development Fund Aug 2022 - PresentSeattle, Washington, United States -
Senior Private Wealth Advisor With Us Bank Private Wealth ManagementU.S. Bank Apr 2019 - Apr 2021Greater Seattle AreaResponsible for the retention and growth of high net worth client relationships. Builds a team of Banking, Trust and Investment professionals to serve clients with a commitment to exceeding expectations. Leverage professional experience and internal resources to provide counsel and expert advice in support of clients with complex wealth management challenges and goals. -
Director - Cra Lending & InvestmentsMufg Union Bank, N.A. Jan 2013 - Nov 2018San Francisco/SeattleExecutive responsible for the risk management, monitoring, compliance, reporting and review of the CRA Investment and Loan Portfolios. Perform strategic analysis to deliver complex, technical products across multiple business and functional lines within the organization. Establish the objectives and goals for the organization in alignment with the overall Corporate Social Responsibility for the Americas (CSRA) business strategies and the long-term objectives of the bank. Responsible for identifying the appropriate balance of investments and loan commitments based on community needs and corporate objectives. Achieve organization objectives through close collaboration and interaction with the bank's senior executives in the Lending, Investment Administration, Legal, Risk Management and CRA Strategy groups.Actively participate in leadership roles within community organizations in our markets. Key contact with banking regulatory agencies. -
Vice President - Relationship Manager - The Private BankUnion Bank Aug 2008 - Jan 2013Seattle, Wa* Responsible for retention, servicing and growth of high net worth individuals, families and professional service corporations in the Seattle metropolitan market and beyond.* Recognized as a team leader in acquiring and expanding complex client relationships.* Coordinated and took the lead on delivery of complex wealth plan strategies to private banking clients.* Utilized and leveraged extensive COI network to identify prospects and close new client relationships. -
Vice President - Community Development BankingKeybank Jan 2005 - Aug 2008Seattle, Wa -
Vice President, Commercial LendingWashington Mutual Commercial Banking Jan 1999 - Jan 2004Seattle, Wa
Robert Williams Skills
Robert Williams Education Details
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Accounting And Finance -
Pacific Coast Banking School -
4 Year Varsity Letterman - Team Capitan
Frequently Asked Questions about Robert Williams
What company does Robert Williams work for?
Robert Williams works for Rainier Valley Community Development Fund
What is Robert Williams's role at the current company?
Robert Williams's current role is Experienced financial services leader focused on community and economic development.
What is Robert Williams's email address?
Robert Williams's email address is ro****@****ail.com
What is Robert Williams's direct phone number?
Robert Williams's direct phone number is (415)-765*****
What schools did Robert Williams attend?
Robert Williams attended Washington State University, University Of Washington, Washington State University.
What are some of Robert Williams's interests?
Robert Williams has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation.
What skills is Robert Williams known for?
Robert Williams has skills like Banking, Loans, Investments, Portfolio Management, Commercial Lending, Finance, Financial Analysis, Commercial Banking, Consumer Lending, Risk Management, Customer Service, Credit Analysis.
Who are Robert Williams's colleagues?
Robert Williams's colleagues are Bob Luciano, Alex Damboianu, Teja Raichur, Cindy Fu.
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Robert W.
A Leader In The Field Of Technology, Data, And Ai With A Track Record Of Proven Results.Dallas-Fort Worth Metroplex2trintech.com, yahoo.com3 +197270XXXXX
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1gmail.com
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Robert Williams
Financial Advisorsenior Vice President - Wealth Management At Ubs Financial Services, Inc. Certified Financial Planner™ ProfessionalManchester, Nh4frontiernet.net, olddominionrealty.com, comcast.net, ubs.com -
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Robert Williams
United States
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