Wendell Williams Email and Phone Number

Having played a critical role in the successful growth of an ultra-high net worth investment firm, an institutional investment firm, and a private equity firm – from multimillion-dollar entities to multibillion-dollar enterprises – I am well versed in what makes a company succeed… people, strategy, and technology. I build the operational infrastructures – and introduce the technologies – that are dedicated to forward-thinking excellence while growing stakeholder value. A powerful listener, I understand that a company is only as good as its people, and am skilled at building environments of collaboration, respect, and alignment that together strive for the next level of performance and profitability. A few notables:STRATEGIC LEADERSHIPRepeatedly selected for challenging roles that evolved into key executive positions. Provide a highly collaborative approach to problem solving, finesse in leveraging technology to deliver customizable solutions, and ability to manage critical details, while continuing to drive overall business goals.TECHNOLOGY AND IT INFRASTRUCTUREPlanned and orchestrated multiple technology implementations, including complex trading, portfolio accounting, financial reporting, VoIP, and disaster recovery systems. Integrated systems to support M&A. HUMAN RESOURCES MANAGEMENTManaged all aspects of HR, including performance review processes, bonus plans, and severance. Coached and led employees with an emphasis on creating synergistic, customer-centric cultures. SALES AND MARKETINGCreated and updated marketing collateral to ensure consistency in branding and regulatory compliance. Developed executive presentations and customer relationship (CRM) applications.RISK MANAGEMENT AND COMPLIANCECollaborated with an external firm to ensure compliance with federal and GIPS regulations. Updated compliance manuals, policies and procedures. Selected, hired, and managed compliance officer for a $3.5B+ firm. Oversaw audit-related issues.