Terry Williams
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Terry Williams Email & Phone Number

Front Desk Receptionist at Independent Financial Group, LLC
Location: San Diego, California, United States 10 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Independent Financial Group, LLC
Role
Front Desk Receptionist
Location
San Diego, California, United States
Company size
164 employees

Who is Terry Williams? Overview

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Quick answer

Terry Williams is listed as Front Desk Receptionist at Independent Financial Group, LLC, a with 164 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Terry Williams.

Terry Williams previously worked as Office Manager at Capital Growth Inc. and Administrative Assistant at Capital Growth Inc.. Terry Williams holds Diploma from Santana High School.

Company email context

Email format at Independent Financial Group, LLC

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Independent Financial Group, LLC

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Profile bio

About Terry Williams

I have worked several years in the Financial Industry I am currently working as a Deposit Operations Specialist for an Internet Bank working in the Research and Reconciliation department in Deposit Operations. I know Microsoft Office and have background in fraud and REG E. I have great people skills and love working on a team but I can also work on my own. I have great attention to detail and excellent time management. I have years of experience and I am always looking to add new skills to my profile. I am looking for my next challenge.

Current workplace

Terry Williams's current company

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Independent Financial Group, LLC
Independent Financial Group, Llc
Front Desk Receptionist
San Diego, CA, US
Website
ifgsd.com
Employees
164
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Company profile
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10 roles · 21 years

Terry Williams work experience

A career timeline built from the work history available for this profile.

Bank Operations Specialist

Axos Bank

Greater San Diego Area

I currently work in the research and reconciliation department. Currently I am working on ACH Fraud cases in relation to Reg E. I process high dollar wires and setup and close new CD accounts, I do all the Sox Review for our entire department.

Oct 2018 - Mar 2022

Admin Clerk

Search Pros Recruiting

San Diego, California

Sep 2017 - Oct 2018

Administrative Assistant

Proven Recruiting

Greater San Diego Area

Dec 2016 - Apr 2017

Supervisor

Lpl Financial

San Diego, California

handle a staff of 17 - escalations and questions, coaching training, fraudulent items, customer service

Oct 2012 - Jun 2016

Checkwriting Services

Lpl Financial

Managed 4 people - workflow, fraud, general ledgers, reporting, meetings, coaching setting up accounts, account monitoring

2006 - 2012 ~6 yrs
Team & coworkers

Colleagues at Independent Financial Group, LLC

Other employees you can reach at ifgsd.com. View company contacts for 164 employees →

CF Carol Feathers Carol Feathers Colleague at Independent Financial Group, LlcWashington Dc-Baltimore Area, United States View → ID Iran Darensbourg Iran Darensbourg Colleague at Independent Financial Group, LlcSan Diego, California, United States View → JR John R Pearson Cfp John R Pearson Cfp Colleague at Independent Financial Group, LlcSanta Rosa, California, United States View → JK Julia Kohan Julia Kohan Colleague at Independent Financial Group, LlcSan Diego County, California, United States View → MD Mark Dobrilovic Mark Dobrilovic Colleague at Independent Financial Group, LlcMission Viejo, California, United States View → DF David Fischer David Fischer Colleague at Independent Financial Group, LlcSan Diego, California, United States View → RS Ronald Schley Ronald Schley Colleague at Independent Financial Group, LlcGreater Duluth Area, United States View → MS Michael Spence Michael Spence Colleague at Independent Financial Group, LlcSan Diego, California, United States View → IB Ian Buxbaum Ian Buxbaum Colleague at Independent Financial Group, LlcSan Diego, California, United States View → CO Cynthia Ortiz Cynthia Ortiz Colleague at Independent Financial Group, LlcSan Diego, California, United States View →
1 education record

Terry Williams education

  • Santana High School
    Santana High School
    Diploma
FAQ

Frequently asked questions about Terry Williams

Quick answers generated from the profile data available on this page.

What company does Terry Williams work for?

Terry Williams works for Independent Financial Group, LLC.

What is Terry Williams's role at Independent Financial Group, LLC?

Terry Williams is listed as Front Desk Receptionist at Independent Financial Group, LLC.

Where is Terry Williams based?

Terry Williams is based in San Diego, California, United States while working with Independent Financial Group, LLC.

What companies has Terry Williams worked for?

Terry Williams has worked for Independent Financial Group, Llc, Capital Growth Inc., Ultimate Staffing, Axos Bank, and Search Pros Recruiting.

Who are Terry Williams's colleagues at Independent Financial Group, LLC?

Terry Williams's colleagues at Independent Financial Group, LLC include Carol Feathers, Iran Darensbourg, John R Pearson Cfp, Julia Kohan, and Mark Dobrilovic.

How can I contact Terry Williams?

You can use AeroLeads to view verified contact signals for Terry Williams at Independent Financial Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Terry Williams attend?

Terry Williams holds Diploma from Santana High School.

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