Sonia Williams Email & Phone Number

Lady Lake, Florida, United States

• 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

Tavares, Florida, United States

• 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.