Tamara Williams

Tamara Williams Email and Phone Number

The Williams Consulting Group - Advisor Transitions Subject Matter Expert/Financial Professional @
Tamara Williams's Location
Houston, Texas, United States, United States
About Tamara Williams

Tamara Williams is a The Williams Consulting Group - Advisor Transitions Subject Matter Expert/Financial Professional at The Williams Consulting Group. Colleagues describe her as "As a client of an investment advisor that utilized Ms. Williams' services I can attest to the fact that our family's transition from one investment company to our current one was seamless and simple. Everything was always clearly explained, each step logical and professionally managed. Highly recommend." and "I am thrilled to write a recommendation for Tamara Williams, a highly diligent and detail-oriented transition consultant. Tamara's exceptional commitment to thoroughness and her unwavering dedication to her work and to her clients made her an invaluable asset to my firm during our transition to a registered independent advisory firm. Tamara's attention to detail is truly outstanding. She approached every task with meticulous care, ensuring that no aspect was overlooked or forgotten. Her ability to dive deep, roll her sleeves up and successfully manage the process is impressive. Tamara consistently demonstrated her commitment to delivering accurate and precise results, which is crucial during such a transition. One of Tamara's greatest strengths is her ability to anticipate and address potential challenges before they even happen. She possesses a keen eye for identifying such potential risks and takes proactive measures to mitigate them effectively. Her ability and previous experience serve her well in this role, ultimately helping to ensure a smooth and seamless transition for both my clients and my firm. Reliable, dependable, and professional are three of the best ways to describe Tamara’s work ethic. She consistently went above and beyond in her work so that nothing was overlooked or forgotten, as she managed a high volume of data quickly and efficiently, all while delivering a high level of quality. In addition to her exceptional attention to detail and work ethic, Tamara possesses excellent interpersonal skills. She is an effective communicator who listens attentively and explains with as much detail as needed. I was extremely comfortable with her and easily established the trust necessary to make my transition successful. In conclusion, I wholeheartedly recommend Tamara Williams and her practice. Her exceptional thoroughness, unwavering commitment to excellence, and proactive approach to problem-solving set her apart. Tamara's ability to ensure nothing is forgotten and her dedication to delivering outstanding results make her an indispensable member of any transition undertaking. I have no doubt that she will continue to excel and make significant contributions to the success of any team or project she undertakes."

Tamara Williams's Current Company Details
The Williams Consulting Group

The Williams Consulting Group

The Williams Consulting Group - Advisor Transitions Subject Matter Expert/Financial Professional
Tamara Williams Work Experience Details
  • The Williams Consulting Group
    Transition Consultant
    The Williams Consulting Group Feb 2022 - Present
    Houston, Texas, United States
  • Mdk Financial Group Inc
    Registered Investment Operations Specialist
    Mdk Financial Group Inc Apr 2021 - Jan 2022
    Houston, Texas, United States
  • Advisor Group
    Director Of Transitions
    Advisor Group Oct 2017 - Apr 2021
  • Northwestern Mutual
    Practice Manager
    Northwestern Mutual Apr 2017 - Oct 2017
    Greater Atlanta Area
  • Stavis & Cohen Financial, Llc
    Investment Operations Specialist
    Stavis & Cohen Financial, Llc Sep 2016 - Mar 2017
    Houston, Texas
  • Stavis & Cohen Financial, Llc
    Investment Operations Specialist
    Stavis & Cohen Financial, Llc Jun 2014 - Aug 2015
    Houston, Texas Area
  • Merrill Lynch
    Registered Client Associate
    Merrill Lynch Dec 2005 - May 2013
    Greater Atlanta Area

Tamara Williams Education Details

Frequently Asked Questions about Tamara Williams

What company does Tamara Williams work for?

Tamara Williams works for The Williams Consulting Group

What is Tamara Williams's role at the current company?

Tamara Williams's current role is The Williams Consulting Group - Advisor Transitions Subject Matter Expert/Financial Professional.

What schools did Tamara Williams attend?

Tamara Williams attended Oakwood University.

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