Sonia Williams Email & Phone Number
Who is Sonia Williams? Overview
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Sonia Williams is listed as David Vaughan Investments at David Vaughan Investments, LLC, a company with 22 employees, based in Ocoee, Florida, United States. AeroLeads shows a matched LinkedIn profile for Sonia Williams.
Sonia Williams previously worked as Administrative Client Services Assistant at David Vaughan Investments, Llc and Client Services Assistant at Graunke & Hentz Wealth Management Llc. Sonia Williams holds Certificate, Administrative Assistant from Orange Technical College.
Email format at David Vaughan Investments, LLC
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About Sonia Williams
I am adaptable, teachable, and professional. Necessary skills in today’s business world. My working career has included over 15 years in the culinary field and 14 years with the Florida school system, twelve of those years in a non-profit capacity. Each of these fields have afforded me amazing transferrable skills. The culinary field taught me consistency, multi-tasking, time management and attention-to-detail. While working at a non-profit organization I gained skills like fundraising; event & workshop planning and execution; volunteer recruitment & retention; grant writing and reporting; case management, and a host of other skills.My passion is learning, and teaching others in a non-traditional capacity, especially students. I am great at observing other’s gifts, strengths, and talents; I feel I would make a great Recruiter, Coach or Trainer.I am a self-starter, very eager to learn and ready take on new challenges.
Sonia Williams's current company
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Sonia Williams work experience
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Client Services Assistant
- Responsible for preparing financial portfolio documents for client meetings.
- Scheduling and confirming client meetings.
- Greeting clients and visitors in a professional manner.
- Answering incoming client and vendor calls in a timely and professional manner.
- Documenting all client interactions in Goldmine Client Management System.
- Assisting clients with statements, taking distributions from IRAs, and researching issues
Grant Specialist/College Readiness Coach
- Gained revenue through grant writing for the local Take Stock in Children scholarship and mentoring program.
- Grant management and reporting.
- Involved in selecting new Take Stock in Children scholarship recipients annually.
- Student caseload management.
- Tracked and monitored grades, attendance, and discipline of program participants for accountability reports.
- Conducted quarterly grade specific college readiness meetings.
Colleagues at David Vaughan Investments, LLC
Other employees you can reach at dviinc.com. View company contacts for 22 employees →
Dalton Mellon, Cfa
Colleague at David Vaughan Investments, Llc
Peoria, Illinois, United States, United States
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Paige Sweet
Colleague at David Vaughan Investments, Llc
United States, United States
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Devin Shaffer
Colleague at David Vaughan Investments, Llc
Winter Park, Florida, United States, United States
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Michael Gilles, Ctp
Colleague at David Vaughan Investments, Llc
Peoria Metropolitan Area, United States
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LS
Laura Smith
Colleague at David Vaughan Investments, Llc
Groveland, Illinois, United States, United States
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EF
Ebony Funches
Colleague at David Vaughan Investments, Llc
United States, United States
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AM
Alexis Morey
Colleague at David Vaughan Investments, Llc
Peoria, Illinois, United States, United States
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AO
Anne Olson, Ctfa
Colleague at David Vaughan Investments, Llc
Peoria, Illinois, United States, United States
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MP
Michael Price
Colleague at David Vaughan Investments, Llc
Peoria Metropolitan Area, United States
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MF
Michael Flaherty, Cfp®, Chfc
Colleague at David Vaughan Investments, Llc
Bloomington, Illinois, United States, United States
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Sonia Williams education
Frequently asked questions about Sonia Williams
Quick answers generated from the profile data available on this page.
What company does Sonia Williams work for?
Sonia Williams works for David Vaughan Investments, LLC.
What is Sonia Williams's role at David Vaughan Investments, LLC?
Sonia Williams is listed as David Vaughan Investments at David Vaughan Investments, LLC.
Where is Sonia Williams based?
Sonia Williams is based in Ocoee, Florida, United States while working with David Vaughan Investments, LLC.
What companies has Sonia Williams worked for?
Sonia Williams has worked for David Vaughan Investments, Llc, Graunke & Hentz Wealth Management Llc, and Lake County Schools.
Who are Sonia Williams's colleagues at David Vaughan Investments, LLC?
Sonia Williams's colleagues at David Vaughan Investments, LLC include Dalton Mellon, Cfa, Paige Sweet, Devin Shaffer, Michael Gilles, Ctp, and Laura Smith.
How can I contact Sonia Williams?
You can use AeroLeads to view verified contact signals for Sonia Williams at David Vaughan Investments, LLC, including work email, phone, and LinkedIn data when available.
What schools did Sonia Williams attend?
Sonia Williams holds Certificate, Administrative Assistant from Orange Technical College.
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