Williams Financial Group

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Williams Financial Group Employees

Employee
Years
Job
Industry
Heather Steele Heather Steele Dallas/Fort Worth Area Details
Heather Steele's Williams Financial Group Experience March 2009 - September 2010
Job Chief Marketing Officer at Blue Steele Solutions
Industry Marketing and Advertising
Experience
Blue Steele Solutions   September 2009 - Present
UniTherm Insulation Systems  October 2010 - November 2012
Dallas/Fort Worth Urethane   August 2010 - February 2011
Williams Financial Group   March 2009 - September 2010
Society for Technical Communication  January 2006 - September 2010
Advanced Data Exchange  March 2007 - March 2009
Advanced Data Exchange  March 2007 - June 2008
Computer Associates  2005 - 2007
CA  2005 - 2007
Accor  February 2006 - June 2006

Skills
Social Media Marketing, Web Design, Web Development, Interactive Marketing, Marketing Operations, Technical Writing, Salesforce.com, Marketing Communications, Email Marketing, Social Media, Lead Generation, Online Advertising, Content Management, SEO, Marketing, Project Management, Marketing Strategy, E-commerce, SEM, Social Networking, CRM, Website Development, Copywriting, WordPress, Web Analytics, Adobe Creative Suite, Analytics, Content Strategy, Online Marketing, Entrepreneurship, Dreamweaver, Internal Communications, Illustrator, Trade Shows, Business Development, Mobile Web Design, Twitter

Education
University of North Texas   2003 — 2007
Bachelor of Arts, English (Technical Writing)

Josh Luter Josh Luter New York, New York Details
Josh Luter's Williams Financial Group Experience May 2013 - August 2013
Job Student at the University of Virginia
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2015 - August 2015
Needham & Company  May 2014 - August 2014
Williams Financial Group   May 2013 - August 2013
Williams Financial Group   May 2012 - August 2012

Education
University of Virginia   2014 — 2016
Bachelor of Arts, Economics

University of Arkansas   2012 — 2014
Bachelor of Arts, Economics

Breaking Into Wall Street   2013 — 2013
Financial Modeling Training

Rob Grosz Rob Grosz Waco, Texas Area Details
Rob Grosz's Williams Financial Group Experience June 2000 - October 2002
Job Sr. Program Financial Analyst at DRS Power Technology, Inc.
Industry Aviation & Aerospace
Experience
DRS Power Technology, Inc.   September 2015 - Present
L-3 Communications  December 2004 - Present
BBVA Compass  October 2001 - December 2004
Williams Financial Group   June 2000 - October 2002
Gallagher Financial Group   December 1999 - October 2001
AXA Advisors  June 1999 - December 1999
Norwest Financial  1993 - 1998

Skills
Earned Value Management, Six Sigma, Customer Service, Conflict Resolution, Cost Account Management, Budgeting, Forecasting, Cash Flow Management, SAP, FAR, Aerospace, Budgets, Cash Flow, DoD, Government, Government Contracting, Management, Program Management, Proposal Writing, Strategic Financial..., Risk Management, Training, Analysis, Cost Accounting, Finance, Financial Planning

Education
Tarleton State University   2007 — 2010
MBA, Business Admin, Conflict Resolution

Angelo State University   1989 — 1993
BBA, Bus Admin, Finance, Mgmt, Acct

Denison

Joe Stassi Joe Stassi Sugar Land, Texas Details
Joe Stassi's Williams Financial Group Experience September 2010 - September 2012
Job Financial Advisor at Upstream Investment Partners LLC /Sigma Financial Corporation
Industry Financial Services
Experience
Upstream Investment Partners LLC /Sigma Financial Corporation   September 2012 - Present
Williams Financial Group   September 2010 - September 2012
Amerprise Financial  August 2007 - September 2010
Morgan Stanley  January 2005 - August 2007
Smith Barney  August 1997 - January 2005
Texas Commerce Bank/Chase Bank of Texas   December 1996 - August 1997

Education
University of Houston   1991 — 1993
Master of Business Administration (MBA), Finance, General

The University of Texas at Austin   1984 — 1986
BS, Communications

Will Huffaker, Jr. Will Huffaker, Jr. Dallas/Fort Worth Area Details
Will Huffaker, Jr.'s Williams Financial Group Experience February 2014 - Present
Job RIA Compliance Consultant at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group   February 2014 - Present
Williams Financial Group   August 2013 - February 2014
Williams Financial Group   May 2011 - August 2013
Williams Financial Group   April 2010 - May 2011
Williams Financial Group   December 2008 - April 2010
HD Vest  January 2008 - November 2008
Fidelity Investments  February 2006 - December 2007
Birch Telecom  June 2004 - January 2006

Skills
Series 7, Series 63, Series 66, Series 24, Financial Advisory, Investment Advisory, Retirement, Financial Services, Wealth Management, Investments, Securities, Mutual Funds, Asset Allocation, Portfolio Management, Insurance, Wealth Management..., Investment Strategies, Finance, Asset Management, Alternative Investments, Life Insurance, General Insurance, Asset Managment, ETFs, Investment Management, Financial Planning

Education
Texas Christian University   1998 — 2002
Bachelor of Science

Chaminade College Prep   1992 — 1998

Aubrey Eyrolles Aubrey Eyrolles Dallas, Texas Details
Aubrey Eyrolles's Williams Financial Group Experience June 2015 - Present
Job Regional Director at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group   June 2015 - Present
Reliant Funding  April 2014 - December 2014
Sprott Asset Management USA   October 2011 - October 2013
Sprott Global Resource Investments   October 2011 - October 2013
Globant  January 2012 - January 2012
Global Resource Investments, Ltd.   February 2005 - December 2011

Skills
Sales, Finance, Management, Business Strategy, Customer Service, Proven Leadership Skills, Financial Modeling, Asset Management, Change Management, New Business Development, Process Improvement, Self-Motivated, Financial Management, Trading, Marketing Strategy, Managerial Finance, Bloomberg, International Equity..., Team Building, Leadership, Microsoft Office, Due Diligence, Investments, Strategic Planning

Education
University of San Diego   2010 — 2012
MBA, International Business, Managerial Leadership

University of San Diego   2009 — 2009
Certificate, Global Business Strategy

Kaplan University   2005 — 2008
Bachelor of Science, Legal Studies, concentration in Corporate Law

Eric Knight Eric Knight Dallas, Texas Details
Eric Knight's Williams Financial Group Experience June 2011 - August 2011
Job Associate at KPMG
Industry Financial Services
Experience
KPMG Transaction Services  August 2013 - Present
KPMG Transaction Services  January 2012 - March 2012
Williams Financial Group   June 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Teamwork, Golf, Accounting, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Managerial Finance

Education
Texas A&M University   2011 — 2013
Master's degree, Finance and Financial Management Services

Texas A&M University   2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Business Honors

London School of Economics and Political Science   2010 — 2010

Brian Weisenberger, CFA Brian Weisenberger, CFA Dallas, Texas Details
Brian Weisenberger, CFA's Williams Financial Group Experience January 2014 - Present
Job Senior Vice President at Williams Financial Group
Industry Investment Management
Experience
Williams Financial Group   January 2014 - Present

Skills
Alternative Investments, Investments, Portfolio Management, Hedge Funds, Due Diligence, Equities, Asset Allocation

Education
The University of Texas at Austin   1997 — 2001
BA, Economics

Sebastian Cooper Sebastian Cooper Ripon, Wisconsin Details
Sebastian Cooper's Williams Financial Group Experience June 2009 - July 2009
Job Student
Industry Computer Software
Experience
Missouri Historical Society  March 2012 - August 2014
Missouri Historical Society  2011 - 2012
Brown School at Washington University in St. Louis  September 2011 - November 2011
Williams Financial Group   June 2009 - July 2009

Skills
Unity3D, Boo script, JavaScript, C#, Museums, History, Acting, Piano Playing, Activism

Education
Ripon College   2014 — 2018
Computer Science

Crossroads College Preparatory   2010 — 2014

Claude R. Connelly Claude R. Connelly Dallas, Texas Details
Claude R. Connelly's Williams Financial Group Experience June 2012 - Present
Job Chief Operating Officer at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group   June 2012 - Present
Williams Financial Group   April 2011 - June 2012
Williams Financial Group   July 2010 - April 2011
Williams Financial Group   January 2008 - July 2010
Williams Financial Group   April 2004 - January 2008
Williams Financial Group   December 2001 - April 2004

Skills
Finance, Equities, Portfolio Management, Investments, Series 7, Series 24, Financial Services, Stocks, Bonds, Management, Capital Markets, Operations Management, Wealth Management, Mutual Funds, Securities

Education
Texas Christian University   1997 — 2001
Bachelor of Business Administration (BBA), Finance, General

Lisa Randall-Haag CFP, CRPC, MBA Lisa Randall-Haag CFP, CRPC, MBA San Antonio, Texas Details
Lisa Randall-Haag CFP, CRPC, MBA's Williams Financial Group Experience June 2012 - April 2013
Job EVP, financial services consulting
Industry Financial Services
Experience
American Advisory Services   September 2014 - Present
USAA  August 2013 - September 2014
Williams Financial Group   June 2012 - April 2013
Ameriprise Financial Services, Inc.   June 1999 - May 2012
Steptoe & Johnson LLP  2008 - 2010
American Express Financial Advisors  June 1999 - April 2000

Skills
FINRA, Retirement Planning, Securities, Series 7, Investment Advisory, Estate Planning, Mutual Funds, Series 24, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Financial Advisory, Asset Managment, Equities, Asset Allocation, Portfolio Management, Investment Management, Fixed Income, Retirement, Wealth Management..., Trading, Series 65, Financial Planning, Insurance, Trading Systems, Finance, Bonds, 401k, IRAs, Alternative Investments, Risk Management, Wealth Management, ETFs, Hedge Funds, High Net Worth..., Series 6, Banking, Financial Planners, Options

Education
Saint Xavier University   2002 — 2005
MBA, Financial Planning

DePaul University   1989 — 1993
BS, Economics

New York University

Amber Barger Amber Barger Greater St. Louis Area Details
Amber Barger's Williams Financial Group Experience November 2010 - October 2011
Job Jr. PCG Branch Examiner
Industry Financial Services
Experience
Stifel Financial Corp.  August 2015 - Present
USAA  November 2013 - April 2015
Thrivent Financial  March 2012 - November 2013
Williams Financial Group   November 2010 - October 2011
Charles Schwab  June 2010 - November 2010
Raymond James Financial  May 2008 - June 2010
A.G. Edwards (merged with Wachovia Securities)   March 2006 - May 2008
A.G. Edwards   October 2004 - March 2006
Alvarado Parkway Institute  March 2003 - May 2004

Education
Alliant International University-San Diego Cornerstone Court   1999 — 2004
M.A., Clinical Psychology

Alliant International University-San Diego Scripps Ranch   1999 — 2004
M.A., Clinical Psychology

California School of Professional Psychology at Alliant International University   1999 — 2002
M.A, Clinical Psychology

McKendree College   1995 — 1999
B.A., Psychology

Belleville Township High School West   1992 — 1995
High School, General Studies

LeRoy Bizzell, CRPC LeRoy Bizzell, CRPC Greater Nashville Area Details
LeRoy Bizzell, CRPC's Williams Financial Group Experience April 2010 - Present
Job Financial Advisor at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group   April 2010 - Present
VALIC  March 2000 - April 2010

Skills
Retirement Planning, Series 7, Financial Planning, Wealth Management, 401k, Investments, Insurance, Fixed Income, Retirement Income..., Portfolio Management

Education
Haslam College of Business at the University of Tennessee   1980 — 1984
BS, Management

The McCallie School   1974 — 1980

Sarah Mathewson Benson Sarah Mathewson Benson Dallas/Fort Worth Area Details
Sarah Mathewson Benson's Williams Financial Group Experience March 2009 - October 2010
Job Owner / Creative Director of Results by Design
Industry Marketing and Advertising
Experience
Results by Design Branding + Marketing   November 2010 - Present
Williams Financial Group   March 2009 - October 2010
Franklin Pierce University  June 2008 - February 2009
Franklin Pierce University  September 2006 - May 2008
Brookside Design   April 2000 - July 2006
Brand Content Advertising Agency   May 2005 - August 2005
Southern New Hampshire University  May 2004 - May 2005

Skills
Photography, Advertising, Web Design, Marketing Strategy, SEO, Wordpress, Photoshop, Social Media, Public Relations, Graphic Design, Brochures, Marketing, Adobe Acrobat, Dreamweaver, Logo Design, InDesign, Integrated Marketing, Social Media Marketing, Social Networking, Marketing Communications, Corporate Identity, Brand Management, SEM, Layout, Strategy, QuarkXPress, WordPress, Online Marketing, Adobe Creative Suite, Brand Awareness, Management, Email Marketing, Graphics, Creative Direction, Brand Development, CMS, Salesforce.com, Leadership, Facebook, Online Advertising, Relationship Marketing, Project Management, Digital Marketing, Branding, Customer Experience

Education
Southern New Hampshire University   2002 — 2005
Bachelor of Science, Marketing, Advertising, Graphic Design, 4.0

New Horizons Computer Learning Center   2000 — 2001
Prometric Certified Internet Webmaster, Website Design

Colby College   1998 — 2000
Undergraduate, Psychology

Dustin Shaw Dustin Shaw Dallas/Fort Worth Area Details
Dustin Shaw's Williams Financial Group Experience May 2013 - July 2015
Job Sr Exchange Engineer at Rovi
Industry Consumer Electronics
Experience
Rovi Corporation  July 2015 - Present
Williams Financial Group   May 2013 - July 2015
Fossil  January 2012 - May 2013
Fluid Consulting   November 2003 - January 2012

Skills
VMware Certified..., VMware Certified..., Windows Server, Linux System..., IBM XIV, Compellent, Dell Storage, VCP 4, VCP 5, VMware, Microsoft Exchange, Windows, Storage Area Networks, VMware ESX, VMware Infrastructure, Infrastructure, SAN, Dell PowerEdge Servers, vSphere, Hyper-V, IBM Servers, iSCSI, NAS, Powershell, Active Directory, Backup Solutions, Cisco UCS, VMware View, Servers, VDI, VPN, VMware Workstation, DNS, Virtualization, 2008 R2, Microsoft Servers, Server Architecture, Red Hat Linux, VMware Server, Nagios, Backup Exec, Linux, DHCP, Firewalls, IIS, System Administration, Network Architecture, Switches, Disaster Recovery, Routers

Education
The University of Texas at Dallas   1999 — 2003
Bachelor of Science (B.S.), Telecommunications Engineering

Karla Noriega Karla Noriega Dallas/Fort Worth Area Details
Karla Noriega's Williams Financial Group Experience September 2004 - July 2006
Job Hygiene Coordinator at DeSoto Family Dentistry
Industry Consumer Services
Experience
DeSoto Family Dentistry   August 2014 - Present
Alpine Access  November 2013 - December 2013
One Technologies  April 2008 - March 2011
Robert Half International  December 2007 - April 2008
Washington Mutual Bank  July 2006 - December 2007
Williams Financial Group   September 2004 - July 2006
Manchee & Manchee, LLP   August 2000 - September 2002

Skills
Customer Service, Email Marketing, Microsoft Office, Quality Assurance, Event Planning, Call Centers, Time Management, Interviews, Customer Retention, Teamwork, PowerPoint, Team Building, Project Management, Management, Marketing, Microsoft Excel, Product Marketing

Education
Dallas County Community College   2010 — 2011

Chad Duty Chad Duty Dallas/Fort Worth Area Details
Chad Duty's Williams Financial Group Experience April 2010 - August 2010
Job Customer Solutions Specialist at TDIndustries
Industry Marketing and Advertising
Experience
TDIndustries  November 2013 - Present
The Insurance Group  October 2011 - September 2013
Williams Financial Group   April 2010 - August 2010

Skills
Insurance, Leadership, Public Speaking, Customer Service, Social Networking, Account Management, Social Media Marketing, Sales, New Business Development, Negotiation, Microsoft Office, Marketing, Facebook, Budgets, Marketing Strategy, Marketing Communications, Microsoft Excel, Market Research, Online Marketing

Education
Oklahoma State University   2006 — 2010
Bachelors, Marketing

Veronica Baker Veronica Baker Phoenix, Arizona Area Details
Veronica Baker's Williams Financial Group Experience November 2014 - Present
Job Executive Administrative Assistant at Williams Financial Group
Industry Insurance
Experience
Williams Financial Group   November 2014 - Present
MetLife  January 2013 - November 2014
Battock Wealth Management   January 2013 - June 2014
Baker Associates Insurance Agency, Inc.   January 1997 - October 2010
Brokers Alliance Inc.  October 2008 - March 2010

Skills
Insurance, Claim, Training, Recruiting, Financial Advisory, Public Speaking, Coaching, New Business Development, Account Management, Credit, Microsoft Office, Process Improvement, Contract Negotiation, Marketing Strategy, Management, Sales Management, Human Resources, Real Estate, Business Development, Employee Relations, Healthcare

Education
Bryant University
Associates Degree, Secretarial Studies

Caroline Corniello Caroline Corniello Torrington, Connecticut Details
Caroline Corniello's Williams Financial Group Experience June 2008 - January 2012
Job Product Manager at Dymax Corporation
Industry Chemicals
Experience
Dymax Corporation  January 2012 - Present
Williams Financial Group   June 2008 - January 2012
Watson Inc  December 2002 - June 2008

Skills
Product Development, R&D, Product Management, Coatings, Manufacturing, Plastics, Polymers, Market Development, Commercialization, Adhesives, Chemistry, Raw Materials, Polymer Chemistry, Resin, Additives

Education
The University of Connecticut   1998 — 2000
Master of Science (M.S.), Polymer Science

Southern Connecticut State University   1994 — 1998
Master's degree, Chemsitry

Paul Wildberger, MBA Paul Wildberger, MBA Dallas/Fort Worth Area Details
Paul Wildberger, MBA's Williams Financial Group Experience April 2009 - October 2009
Job Financial Advisor at HARRIS & WILDBERGER, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Investment Oversight   October 2009 - August 2014
Williams Financial Group   April 2009 - October 2009
1st Global  May 2003 - April 2009
Marine Corps Recruiting  June 1982 - June 1986

Education
MBA -- Univ of Tx at Dallas
MBA, Business, 3.3 gpa

Southern Methodist University - Cox School of Business
Bachelor of Arts (BA), Finance, General, 3.6 cum gpa

Gary Guyton Gary Guyton Dallas/Fort Worth Area Details
Gary Guyton's Williams Financial Group Experience October 2012 - March 2013
Job Director of Planning and Investor Relations at Comstock Resources
Industry Oil & Energy
Experience
Comstock Resources  April 2013 - Present
Williams Financial Group   October 2012 - March 2013
Guyton Holdings   November 2010 - October 2012
Global Hunter Securities  May 2010 - November 2010
SMH Capital  June 2007 - April 2010
Aperion Group   May 2004 - June 2007
Southwest Securities  December 2000 - March 2004
J.C. Bradford   June 1998 - July 2000
Howard Weil  December 1995 - June 1998
McDermott International  June 1993 - December 1995

Skills
Asset Management, Equity Research, Investments, Equities, Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Trading, Excel, Statistics, Technical Analysis, Energy, Business Valuation, New Business Development, Research, Series 7, Series 63, Series 86, Series 87, Series 24, Hedge Funds, Options, Trading Strategies, Commodities, Proprietary Trading, Equity Trading, Equity Valuation, Investment Strategies, Private Equity, Salesforce.com, Investor Relations, Investment Banking, Risk Management, Commodity, Capital Markets

Education
Tulane University - A.B. Freeman School of Business   1991 — 1995
M.B.A., Business

Georgia Institute of Technology   1985 — 1989
B.C.E., Civil Engineering

Bruce Carlson, CFP Bruce Carlson, CFP Greater Minneapolis-St. Paul Area Details
Bruce Carlson, CFP's Williams Financial Group Experience 2003 - 2011
Job President, Carlson Asset Management , CFP, Investment Advisor at Carlson Asset Management
Industry Financial Services
Experience
Lake Johanna Fire Department  January 2002 - Present
Carlson Asset Management   April 1982 - Present
Williams Financial Group   2003 - 2011

Skills
Series 7, Retirement Planning, Wealth Management, Asset Management, Investments, Investment Advisory, Strategic Financial..., Portfolio Management, Series 63, Securities

Education
Wharton School, University of Pennsylvania   1994 — 1996
Securities Industry Institute graduate

College for Financial Planning   1986 — 1988
Certified Financial Planner CFP

University of St. Thomas   1976 — 1980
Bachelor of Arts (B.A.), Business Administration Finance/Management

Craig Love Craig Love Dallas/Fort Worth Area Details
Craig Love's Williams Financial Group Experience February 2009 - January 2012
Job President and Chief Compliance Officer at Fulcrum Equity Management, LLC
Industry Financial Services
Experience
Fulcrum Equity Management   November 2011 - Present
Williams Financial Group   February 2009 - January 2012
BBVA Compass Wealth Management   2005 - 2009
UBS Financial Services  2002 - 2005
Merrill Lynch  1999 - 2002

Skills
Portfolio Management, Investments, Investment Advisory, Series 7, Wealth Management, Investment Management, Equities, Banking, Series 63, Alternative Investments, Mutual Funds, Asset Management, Retirement Planning, Financial Advisory, Securities, Risk Management, Asset Allocation, Strategic Financial..., Finance, FINRA, Series 24, Investment Strategies, Retirement, Uniform Combined State..., Financial Planning

Education
University of Oklahoma - Price College of Business   1986 — 1989
Bachelor's Degree, Finance, General

Jennifer Schouwe Jennifer Schouwe Albuquerque, New Mexico Details
Jennifer Schouwe's Williams Financial Group Experience July 2015 - Present
Job Operations & Development Coordinator at Williams Financial Group
Industry Real Estate
Experience
Williams Financial Group   July 2015 - Present
Coba Investment Company   October 2013 - Present
Boss Pilates, LLC.   September 2013 - Present
University of New Mexico  August 2009 - June 2012
Downtown Business Association of Escondido  September 2008 - February 2010

Skills
Training, Fundraising, Public Speaking, Management, Time Management, Coaching, Sales, Curriculum Design, Customer Service, Creative Direction, Microsoft Excel, Sports, Databases, Intercultural..., Higher Education, Leadership, Entrepreneurship, Wellness Coaching, Fitness Training, Fitness Consulting, Fitness Industry, Teaching, Social Media Marketing, Editing, Social Media, Resume Writing, Community Outreach, Research, Event Planning, Microsoft Office, Facebook

Education
The University of New Mexico   2009 — 2012
M. A., Communication

California State University San Marcos   2006 — 2008
B.A., Communication

MiraCosta College   2004 — 2008
A.A., Communication

Dru J. Schneeberger Dru J. Schneeberger Hickory, North Carolina Details
Dru J. Schneeberger's Williams Financial Group Experience October 2011 - August 2013
Job Financial Advisor @ VALIC Financial Advisors
Industry Financial Services
Experience
VALIC  August 2014 - Present
FP Mailing Solutions  July 2014 - August 2014
SagePoint Financial  August 2013 - January 2014
Williams Financial Group   October 2011 - August 2013
Securities America, Inc. Member FINRA/SIPC   November 2010 - October 2011
Northwestern Mutual Financial Network  March 2009 - November 2010
United Stationers  January 2007 - March 2009
Schering-Plough Pharmaceuticals  May 2004 - March 2006

Skills
Golf Instruction, Apologetics, Piloting, Time Management, Customer Service, Team Building, New Business Development, Sales, Insurance, Marketing, Investments, Strategic Planning, Public Speaking, Direct Sales, Account Management, Fundraising, Budgets, Microsoft Excel, Business Planning, Microsoft Office, Sales Management, Retirement Planning, Small Business

Education
Michigan State University   1996 — 2000
Eli Broad School of Business, Marketing and Management

James Waller James Waller New York, New York Details
James Waller's Williams Financial Group Experience June 2009 - August 2009
Job Assistant District Attorney
Industry Law Practice
Experience
Bronx County District Attorney Office  September 2015 - Present
Bronx County District Attorney Office  September 2014 - May 2015
The Federal, Criminal, and Appellate Clinic   August 2013 - May 2014
The Law Office of Thomas Lester   November 2012 - May 2014
South Carolina Commission on Indigent Defense - Capital Trial Division   May 2013 - July 2013
Fitzpatrick Hagood Smith & Uhl   May 2012 - August 2012
Secore & Waller, LLP   June 2011 - July 2011
Texas Campaign for the Environment  May 2011 - June 2011
CF & Co, LLP   June 2010 - August 2010
Williams Financial Group   June 2009 - August 2009

Skills
Criminal Law, Legal Writing, Chinese, Legal Research, Corporate Finance, Drummer, Oral Arguments, Appellate Practice, Criminal Defense, Securities Regulation, Research, Litigation, Trial Practice, Drums, Legal Issues

Education
The George Washington University Law School   2012 — 2014
Doctor of Law (J.D.), Criminal Law, B+

American University, Washington College of Law   2011 — 2012
Doctor of Law (JD), Law

The George Washington University   2007 — 2011
Bachelor of Business Administration (BBA), Finance, General, 3.49

Greenhill School   2003 — 2007
Diploma

Meaghan Bizzell Meaghan Bizzell Nashville, Tennessee Details
Meaghan Bizzell's Williams Financial Group Experience June 2012 - August 2014
Job Customer Success Manager for Cisco WebEx
Industry Human Resources
Experience
ServiceSource  August 2014 - Present
Williams Financial Group   June 2012 - August 2014
Williams Financial Group   May 2011 - August 2011
Krave   August 2008 - May 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Social Media, Insurance, Customer Service, Sales, Financial Analysis, Finance

Education
The University of Tennessee at Chattanooga   2008 — 2012
Bachelor of Science (BS), Marketing

Christ Presbyterian Academy   2001 — 2008
High School Diploma, General Education

Lisa Posey Lisa Posey Dallas/Fort Worth Area Details
Lisa Posey's Williams Financial Group Experience January 2010 - February 2011
Job ....
Industry Financial Services
Experience
Oppenheimer  February 2011 - December 2013
Williams Financial Group   January 2010 - February 2011
Merrill Lynch  August 2007 - February 2009
Morgan Stanley  December 2003 - August 2007
Southwest Securities  January 2000 - December 2003

Education
Dallas County Community College   1994 — 1995
Office Technology

Scott Watson Scott Watson Houston, Texas Area Details
Scott Watson's Williams Financial Group Experience February 2009 - September 2009
Job Sales Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services  September 2014 - Present
Crystal & Company  May 2012 - September 2014
Coastal Securities  September 2009 - May 2012
Williams Financial Group   February 2009 - September 2009
Absolute Realty   December 2003 - December 2008
Countrywide Home Loans  January 2003 - October 2007
Washington Mutual Bank  August 2002 - December 2003

Skills
Investments, Trading, Securities, Banking, Property & Casualty..., Employee Benefits, Marine Insurance, Construction Insurance, Risk Management, Mergers & Acquisitions, Finance, Financial Services, Insurance, Strategy

Education
University of Houston
BBA, Finance

Klein Oak   1988 — 1992

Thomas Kowalczyk Thomas Kowalczyk Dallas, Texas Details
Thomas Kowalczyk's Williams Financial Group Experience February 2014 - Present
Job Senior Vice President of Advisory Services at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group   February 2014 - Present
Signator Financial Services, Inc.   October 2010 - February 2014
Symetra Financial  2010 - December 2011
Symetra Financial  2007 - 2010
Symetra Financial  2006 - 2007

Skills
Mutual Funds, Investment Advisory, Investment Advisory..., Fixed Annuities, Retirement Planning, Retirement Income, Financial Modeling, Financial Markets, Strategic Planning, Wealth Management, Series 7, Series 63, Retirement, Asset Allocation, Strategic Financial..., Financial Services, Investments, Financial Advisory, Portfolio Management, Investment Strategies, Life Insurance, Asset Management, Financial Planning

Education
City University of Seattle   2005 — 2007
MBA

Boise State University   1998 — 2001
B.A.

University of Nebraska-Lincoln   1997 — 1998

Greg Beltzer Greg Beltzer Dallas/Fort Worth Area Details
Greg Beltzer's Williams Financial Group Experience March 2013 - Present
Job Sr Vice President of IT at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group   March 2013 - Present
Allegiance Capital  August 2012 - March 2013
Sevin Rosen Funds  April 2001 - December 2012
Fidelity Investments  1996 - 2001
Hastings Entertainment  1992 - 1995

Skills
Venture Capital, Information Technology, Information Management, VMware, investran, Interaction, Documentum, Microsoft Exchange, Microsoft SQL Server, Private Equity, Investment Research, HTML, ColdFusion, .NET, Mergers & Acquisitions, Team Leadership, Technically Competent, Investran, Enterprise Software, Cloud Computing

Education
Texas A&M University   1991 — 1995
BA

Dee W. Morgan Dee W. Morgan Dallas/Fort Worth Area Details
Dee W. Morgan's Williams Financial Group Experience September 2008 - March 2012
Job National Director of Recruiting at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  December 2013 - Present
SagePoint Financial  April 2012 - November 2013
Williams Financial Group   September 2008 - March 2012
Lincoln Financial Group  February 2007 - August 2008

Skills
Retirement Planning, Strategic Financial..., Securities, Management, Recruiting, 401k, Financial Services, Alternative Investments, Mutual Funds, Marketing, Series 7, Financial Advisory, FINRA, Series 63, Wealth Management, Investment Advisory, Uniform Combined State..., Investments, Series 24

Education
University of North Texas   1989 — 1991
BBA, Finance

Patricia (Patty) Tarlton, CPS Patricia (Patty) Tarlton, CPS Dallas/Fort Worth Area Details
Patricia (Patty) Tarlton, CPS's Williams Financial Group Experience September 2013 - January 2015
Job Executive Assistant to the CEO at Evolution Health
Industry Executive Office
Experience
Williams Financial Group   September 2013 - January 2015
Williams Financial Group   April 2011 - September 2013
various temporary assignments  September 2009 - April 2011
Leggette Actuaries, Inc.   June 2004 - August 2009
Cern International Corporation   October 1997 - December 2003
Integral Corporation   October 1991 - October 1997
Leggette & Company, Inc.   June 1981 - October 1991
Blue Cross and Blue Shield of Texas  May 1975 - June 1979

Skills
Outlook, Training, Human Resources, Management, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Interviews, Travel Arrangements, Marketing, Leadership, Customer Relations, Organization Skills

Education
Dallas County Community College
Certified Professional Secretary (CPS), Executive Assistant/Executive Secretary, A

Chase Billups Chase Billups Dallas, Texas Details
Chase Billups's Williams Financial Group Experience February 2015 - Present
Job Registered Associate at WFG Investments
Industry Financial Services
Experience
Williams Financial Group   February 2015 - Present
Fidelity Investments  September 2013 - February 2015
Insurance Services Agency   June 2009 - August 2012

Skills
Series 7, Series 66, Investments, Securities, Equities, Finance, Mutual Funds

Education
University of North Texas   2009 — 2013
Bachelor of Business Administration (BBA), Finance

Amy Gottenberg Amy Gottenberg New York, New York Details
Amy Gottenberg's Williams Financial Group Experience November 2010 - June 2013
Job Director of Special Events at Philippe Chow Restaurant Group
Industry Marketing and Advertising
Experience
Philippe   June 2014 - Present
Williams Financial Group   November 2010 - June 2013
Sanders Morris Harris ( Now Edelman Financial )   February 2006 - March 2008
Phoenix Realty Group  February 2005 - February 2006
Gottenberg Associates   January 2003 - June 2005
EisnerAmper LLP  January 2001 - February 2003
Jupiter Communications  1997 - 2001
Simon and Schuster  1995 - 1997

Skills
Strategy, Corporate Communications, Marketing, Public Relations, Business Development, Marketing Communications, Project Management, Event Management, Advertising, Private Equity, Strategic Partnerships, Business Strategy, Lead Generation, Social Media, Organizational..., User Interfaces, Market Research, Venture Capital, User Interface, SEO, Strategic Communications, Cross Funcational Teams, Branding, Organizational..., Communications

Education
New York University   1993 — 1995
Masters, Communications, Interactive Telecommunications Program (ITP)

Boston University   1989 — 1991
BS, Communications

Tulane University   1986 — 1989
Communications

Amber Goetz Amber Goetz Dallas, Texas Details
Amber Goetz's Williams Financial Group Experience January 2008 - Present
Job Broker/Dealer Training Consultant
Industry Financial Services
Experience
Williams Financial Group   January 2008 - Present
Williams Financial Group   January 2008 - Present

Skills
Training & Development, Technical Writing, Web Design, Finance, Insurance, Financial Services, Management, Customer Service, Microsoft Office

Education
Southern Methodist University   2011 — 2012
Certification, Website Design

Texas Tech University   2006 — 2008
Financial Planning and Services

Angelo State University   2001 — 2006
Bachelor's Degree, Psychology

Dan Bissontz Dan Bissontz Baltimore, Maryland Area Details
Dan Bissontz's Williams Financial Group Experience August 2014 - Present
Job Sr. Financial Advisor, Wealth Consultant at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group   August 2014 - Present
VALIC  September 1992 - August 2014

Skills
Wealth Management, Strategic Financial..., Retirement Planning

Education
Edinboro University of Pennsylvania   1965 — 1969
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

Claude Mudimbe Claude Mudimbe San Francisco Bay Area Details
Claude Mudimbe's Williams Financial Group Experience 2006 - 2010
Job Director, Business Development
Industry Legal Services
Experience
Park IP Translations - a Welocalize company  September 2015 - Present
Transparent International   June 2014 - February 2015
Spectrum Settlement Recovery  2011 - 2014
Capify (formerly) AmeriMerchant West   2010 - 2011
Williams Financial Group   2006 - 2010

Education
Guilford College

Randee Mascorro Randee Mascorro Dallas/Fort Worth Area Details
Randee Mascorro's Williams Financial Group Experience August 2005 - July 2011
Job Commission Accounting Specialist at Homeland HealthCare
Industry Financial Services
Experience
Homeland HealthCare, Inc.   January 2015 - Present
Homeland HealthCare  August 2012 - January 2015
Benefit Consultants LLC   July 2011 - August 2012
Williams Financial Group   August 2005 - July 2011
Rusty Wallis Honda  August 2004 - August 2005
Moore Services A/C and Heating   August 2003 - June 2004

Skills
Problem Solving, Outlook, Peachtree, Communication, Organization, Image Processing, Retirement Benefits, Trading Systems, Financial Transactions, Invoicing, Financial Modeling, Finance, Customer Service, Insurance, Management, Financial Services, Microsoft Office, Microsoft Excel, Payroll, Financial Analysis, Accounting

Education
Allied Business School   2015 — 2016
Real estate sales license, Real Estate salesperson

Mesquite High School

Zach Lindgren Zach Lindgren Dallas/Fort Worth Area Details
Zach Lindgren's Williams Financial Group Experience March 2015 - Present
Job Program and Reporting Analyst at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group   March 2015 - Present
Orion Advisor Services  February 2012 - February 2015
TD Ameritrade  February 2008 - December 2011
TD Ameritrade  January 2007 - February 2008

Skills
Finance, Management, Investments, Portfolio Management, Financial Services, Microsoft Office, Microsoft Excel, Financial Analysis

Education
Grace University   2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General

Brent Barton Brent Barton Dallas/Fort Worth Area Details
Brent Barton's Williams Financial Group Experience 2002 - October 2013
Job Executive Vice PresidentMBD Services
Industry Financial Services
Experience
Emerson Equity   October 2013 - Present
Williams Financial Group   2002 - October 2013
WFG Equity Partners, inc   2002 - October 2013
InterFirst Capital, Inc   April 1999 - February 2002
Dain Rauscher  1994 - 1999
Merrill Lynch  1987 - 1994

Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Word, Microsoft Excel, Risk Management, Financial Analysis, Investments, Securities, Strategic Financial..., Retirement Planning, Alternative Investments, Private Equity, Management, Investment Advisory, Series 7

Education
University of Oklahoma   1975 — 1979
Bachelor of Science (BS), Accounting

Derek Soliz Derek Soliz Dallas/Fort Worth Area Details
Derek Soliz's Williams Financial Group Experience March 2014 - November 2014
Job Financial Advisor at Fulcrum Equity Management
Industry Financial Services
Experience
Fulcrum Equity Management   July 2015 - Present
Merrill Edge  December 2014 - July 2015
Williams Financial Group   March 2014 - November 2014
Williams Financial Group   August 2011 - February 2014
Williams Financial Group   August 2010 - August 2011
TD Ameritrade Institutional  February 2010 - August 2010
JP Morgan Chase  October 2008 - February 2010
Fidelity Investments  June 2007 - October 2008
John Deere  October 2004 - May 2007

Skills
Series 63, Series 66, Series 6, Series 7, Uniform Combined State..., Financial Services, 401k, Retirement Planning, Financial Advisory, Securities, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Investments, Portfolio Management, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Financial Modeling, Finance, Microsoft Word, Sales, Salesforce.com, PowerPoint, Orion, Separately Managed..., RIA, Envestnet, Money Guide Pro, Streetscape, Strategic Financial..., Equities, Asset Management, Fixed Income, Alternative Investments, Investment Strategies, Investment Advisory, ETFs, Financial Planning

Education
The University of Texas at Arlington - College of Business Administration   2003 — 2007
BBA, Finance

Layne Ferguson Layne Ferguson Cleveland, Oklahoma Details
Layne Ferguson's Williams Financial Group Experience June 2014 - July 2014
Job Program Assistant at Plaza District
Industry Program Development
Experience
Plaza District   July 2015 - Present
OU Board of Regents for Higher Education   January 2014 - Present
Williams Financial Group   June 2014 - July 2014
City of Norman  August 2013 - December 2013
University of Oklahoma  May 2013 - August 2013
Cleveland Chamber of Commerce   May 2012 - August 2012

Skills
Event Planning, Graphic Design, Press Releases, Adobe Creative Suite, Stage Design, Facebook, Community Development, Social Networking, Research, Community Outreach, Teamwork

Education
University of Oklahoma   2011 — 2015
Public Affairs and Administration, Senior

Lowell Lewis Lowell Lewis New York, New York Details
Lowell Lewis's Williams Financial Group Experience May 2013 - August 2013
Job Licensed Real Estate Salesperson at The Corcoran Group
Industry Real Estate
Experience
The Corcoran Group  January 2015 - Present
Ascendiant Capital Group  June 2014 - September 2014
Williams Financial Group   May 2013 - August 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Thompson One, Gretl, Stata, Photoshop, Microsoft Office, Customer Service, Investments, Sales, Investment Properties, Real Estate Transactions, Real Estate, Marketing, Residential Homes, Real Estate Development, Condos, Sellers, Relocation, Property Management, Negotiation, Commercial Real Estate, Rentals, Leases, Luxury, Investors, Brokerage, First Time Home Buyers, Buyer Representation, Listings, Finance, Real Estate Economics, Short Sales, Social Media, Buyers, Valuation, Referrals, Equity Research

Education
Southern Methodist University   2010 — 2014
Bachelor of Science (BS), Economics with Financial Applications

Jesuit High School - Tampa   2006 — 2010
High School

Ed Orgeron Ed Orgeron Jennings, Louisiana Details
Ed Orgeron's Williams Financial Group Experience 2005 - 2015
Job Orgeron Investment Management
Industry Investment Management
Experience
Orgeron Investment Management   April 2004 - Present
Orgeron Residential Properties, LLC   January 1996 - Present
Williams Financial Group   2005 - 2015
AG Edwards & Sons  February 1996 - April 2004

Skills
Investments, Asset Managment, Investment Advisory, Asset Management, Asset Allocation, Pensions, Alternative Investments, 401k, Portfolio Management, Financial Advisory, Mutual Funds, Equities, Wealth Management, Private Equity, Emerging Markets, Securities, Management, Real Estate Development, Strategic Financial..., Financial Analysis, Series 7, Retirement Planning, Financial Planning, Customer Service

Education
McNeese State University   1989 — 1991
Mechanical Engineering

Kilgore College   1987 — 1989
AAS, Corrosion Engineering Technology

Darla G. Wilton Darla G. Wilton United States Details
Darla G. Wilton's Williams Financial Group Experience 2008 - 2010
Job Vice President, Chief Administration Officer at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp.  June 2013 - Present
COO Incite   2012 - Present
BlackRock, Inc.   2011 - 2012
Williams Financial Group   2008 - 2010
AIG Retirement  2004 - 2008
INTERFINANCIAL PARTNERS, INC. (FORMERLY TIG SECURITIES, INC.)   2002 - 2003
Charles Schwab and Company, INC.   1989 - 2001

Skills
Business Strategy, Performance Consulting, CRM software, Strategic Planning, Project Execution, Sales Management, Talent and Performance..., Financial Services, Financial Management..., Business Transformation, Turnaround Experience, Operational Turnaround, Turn Around Management, Business Planning, Talent Management, Project Management, High-Level Relationship..., Long-term Customer..., Relationship Management, Change Management, Compensation Structure..., Leadership Development, Business Performance..., Sales Management..., Consultative Sales..., Regulatory Compliance, Account Management, Key Account Management, Key Account..., Operations Management, Corporate Events, Asset Managment, Wealth Management, Retirement Plan..., Retirement Planning, RIA, Registered Investment..., Team Building, Business Development, Business Growth..., Strategic Initiatives, High Performance..., Leveraging Strategic..., Performance Improvement, Sales Compensation..., Conference Design, PFP, Corporate Strategy..., Talent Acquisition, Financial Modeling

Education
The University of Texas at San Antonio   2001 — 2003
Executive MBA, Leadership and Executive Management

J. Frank Dobie

John Carruth 469-767-1219 John Carruth 469-767-1219 Dallas/Fort Worth Area Details
John Carruth 469-767-1219's Williams Financial Group Experience April 2009 - September 2013
Job Director of Central U.S. Recruiting at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  June 2014 - Present
ERBP Inc.   2004 - Present
Securities America, Inc. Member FINRA/SIPC   September 2013 - June 2014
Williams Financial Group   April 2009 - September 2013
WaMu Investments now JP Morgan Chase   2007 - 2008
Security Financial Services  2004 - 2007
Farmers Financial Solutions  2002 - 2004
JPMorgan Chase  1999 - 2002

Skills
Investments, Financial Advisory, Series 7, Leadership, Investment Advisory, Financial Services, Recruiting, Salesforce.com, 401k, Series 63, Strategic Financial..., Securities, Selling, Retirement Planning, Finance, Wealth Management, Alternative Investments, Equities, Entrepreneurship, Mutual Funds, Asset Management, Consultative Selling, Broker Recruitment, CRM, Investment Management, Texas, Oklahoma, Louisiana, Arkansa, Broker Dealer, RIA-friendly, TD Ameritrade, Schwab, National Financial, Pershing, IWS, PAS, Dallas, Houston, Fort Worth, Austin, San Antonio, El Paso, Lubbock, Oklahoma City, Little Rock, New Orleans, Broker Search, Acquisition

Education
Texas A&M University   1993 — 1999
BBA, Finance

Hillary Larson Hillary Larson Brentwood, Tennessee Details
Hillary Larson's Williams Financial Group Experience 2002 - 2005
Job Real Estate ELP Revenue Administrator at Dave Ramsey Lampo Group
Industry Financial Services
Experience
Dave Ramsey - Lampo Group  July 2012 - Present
Renaissance Nashville Hotel  August 2011 - July 2012
Williams Financial Group   2002 - 2005

Education
Troy University
Bachelor of Arts, Business Administration

Collin Coale Collin Coale Dallas, Texas Details
Collin Coale's Williams Financial Group Experience June 2012 - April 2013
Job RealTime Trader at Tenaska Power Services
Industry Oil & Energy
Experience
Tenaska Power Services  April 2013 - Present
Williams Financial Group   June 2012 - April 2013

Skills
Series 7, Portfolio Management, Equities, Wealth Management, Mutual Funds, Series 63, Strategic Financial..., Securities, Trading, Asset Management, Commodity Markets, Finance, Financial Analysis

Education
Texas A&M University   2006 — 2010
Finance, Trading, Risk, and Investments

Merene Makil, CPA Merene Makil, CPA Dallas/Fort Worth Area Details
Merene Makil, CPA's Williams Financial Group Experience March 2014 - Present
Job Controller at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group   March 2014 - Present
Capital Analytics  September 2013 - March 2014
Moore Capital Management  August 2009 - June 2013
E&Y  August 2006 - August 2009

Skills
SEC filings, Financial Analysis, Internal Controls, GAAP, Financial Reporting, Private Equity, Valuation, CPA, Due Diligence, US GAAP

Education
University of Notre Dame - Mendoza College of Business   2007 — 2008
Master of Science, Accountancy

University of Pennsylvania - The Wharton School   2002 — 2006
Bachelor of Science, Economics

Carteret High School   1998 — 2002

Fred Knopf Fred Knopf Greater New York City Area Details
Fred Knopf's Williams Financial Group Experience July 2014 - Present
Job General Counsel, Williams Financial Group
Industry Law Practice
Experience
Williams Financial Group   July 2014 - Present
Wilson Elser  September 1990 - July 2014

Skills
Litigation, Class Actions, ERISA, Securities, Commercial Litigation, Arbitration, Professional Liability, Mediation, Trial Practice, Securities Regulation

Education
Quinnipiac University School of Law
JD, Law

Sacred Heart University
BA/BS, English, Mathematics

New York University
English, Mathematics

Andrew Fischer Andrew Fischer Austin, Texas Details
Andrew Fischer's Williams Financial Group Experience February 2013 - May 2013
Job Software Advisor at Software Advice.
Industry Information Services
Experience
Software Advice: A Gartner Company   September 2013 - Present
Green Chat LLC   January 2012 - August 2014
Dropshades   November 2012 - April 2014
Williams Financial Group   February 2013 - May 2013

Skills
SaaS, SEO, Entrepreneurship, Lead Generation, Business Development, CRM, Salesforce.com, Start-ups, Google Analytics, Google Adwords, SEM, Online Marketing, Web Analytics, WordPress, PPC, Academic Achievement, Team Leadership, Microsoft Office

Education
Texas Christian University   2009 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies and Finance

Jeremy McClymonds, CRPC® Jeremy McClymonds, CRPC® Phoenix, Arizona Area Details
Jeremy McClymonds, CRPC®'s Williams Financial Group Experience October 2011 - Present
Job Financial Advisor at FORM Prosperity Wealth Advisors, LLC
Industry Financial Services
Experience
Chandler Compadres   April 2013 - Present
Chandler Chamber of Commerce  January 2013 - Present
FORM Prosperity Wealth Advisors, LLC   October 2011 - Present
Williams Financial Group   October 2011 - Present
Kiwanis Chandler Young Professionals   October 2010 - Present
Prestige Brokers   September 2008 - Present
Only Dirt Investments and Developments LLC   May 2005 - Present
Wells Fargo Advisors, LLC (Formerly Wachovia Securities)   October 2008 - October 2011
Palm Harbor Homes  2000 - 2005
First National Bank Alaska  1994 - 2000

Skills
Retirement Planning, Investments, Financial Advisory, Finance, Insurance, Leadership, Wealth, Real Estate, Risk Management, Securities, Sales, Management, Strategic Financial..., Life Insurance, Mortgage Lending, Retirement, Entrepreneurship, Strategic Planning, Small Business, Investment Advisory, Wealth Management, Alternative Investments, Wealth Management..., Training, Fixed Annuities, 401k, Estate Planning, Financial Services, Series 7, Portfolio Management, Mutual Funds, Asset Management, Long-term Care, Analysis, Employee Benefits, Asset Allocation, IRAs, Health Insurance, Investment Strategies, Long Term Care Insurance, Financial Analysis, Financial Planning, Financial Modeling, Asset Managment, Equities, Disability Insurance, Term Life Insurance, Retirement Plans, Stocks, Bonds

Education
University of Alaska Anchorage   1995 — 2000
Bachelors of Business Administration, Finance

Homer High School   1990 — 1994

Judith Knudsen Judith Knudsen Dallas/Fort Worth Area Details
Judith Knudsen's Williams Financial Group Experience April 2013 - February 2014
Job General Counsel at 1st Global
Industry Financial Services
Experience
1st Global  March 2014 - Present
Williams Financial Group   April 2013 - February 2014
Blue River Partners, LLC  February 2012 - March 2013
1st Global  May 2008 - February 2012
1st Global  2003 - 2008
Hulse Stucki, LLC   2001 - 2003
Principal Financial Securities  1994 - 1998

Skills
FINRA, Securities, Financial Advisory, Series 24, Investment Advisory, Securities Regulation, Mutual Funds, Hedge Funds

Education
Texas Wesleyan University School of Law   1998 — 2000

Robert Franklin Robert Franklin Austin, Texas Area Details
Robert Franklin's Williams Financial Group Experience 2002 - 2004
Job AVP, BrokerDealer Compliance/AML Officer at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services  June 2015 - Present
NFP Advisor Services  July 2012 - Present
Sanders Morris Harris  2010 - 2012
Moody National Companies  2009 - 2010
National Financial Partners  2007 - 2009
Nationwide Financial  2004 - 2007
Williams Financial Group   2002 - 2004
HD Vest Financial Services  1999 - 2002

Skills
Compliance, Financial Services, Series 7, Alternative Investments, Series 63, Financial Risk, Investments, Investment Advisory, Project Management, FINRA, Equities, Insurance, Mutual Funds, Asset Management, AML, Series 24, Internal Audit, Securities, Wealth Management, Due Diligence, Broker-Dealer, Risk Management, Series 65, Uniform Combined State..., Anti Money Laundering

Education
Texas Tech University   1993 — 1997
POLS

Patricia Peterson Patricia Peterson United States Details
Patricia Peterson's Williams Financial Group Experience October 2010 - Present
Job Director of Human Resources
Industry Human Resources
Experience
Williams Financial Group   October 2010 - Present
Presbyterian Village North  October 2008 - May 2010
Trinity Hospice  April 2006 - August 2008
M/A/R/C Research   June 2000 - February 2006
The M/A/R/C Group   June 1989 - May 2000

Skills
Performance Management, Employee Relations, Recruiting, New Hire Orientations, Applicant Tracking..., ADP Payroll, Human Resources, Talent Acquisition, Employee Benefits, Benefits Administration, Leadership Development, Payroll, Microsoft Word, Deferred Compensation, PeopleSoft, Compensation & Benefit, Personnel Management, Budgets, Interviews, FMLA, Microsoft Excel, Job Analysis, Workers Compensation, Employee Handbooks, Change Management, College Recruiting, Leadership, Succession Planning, Policy, Job Descriptions, Start-ups, Healthcare, Software Documentation, HRIS, System Administration, Training, Talent Management, PowerPoint, HR Policies, Employee Engagement, Mergers & Acquisitions, Nonprofits, Management, Onboarding, Internet Recruiting, Hiring, Taleo, 401k, Executive Pay, Employer Branding

Education
Metropolitan State University of Denver
BS, Accounting

The University of Dallas

Philip Widner Philip Widner Dallas/Fort Worth Area Details
Philip Widner's Williams Financial Group Experience June 2010 - March 2013
Job Petroleum Landman at Texhoma Land Consultants, LLC
Industry Financial Services
Experience
Texhoma Land Consultants, LLC   March 2013 - Present
Williams Financial Group   June 2010 - March 2013
Jones Square   June 2009 - August 2009
Texhoma Land Consultants, LLC   May 2008 - August 2008

Skills
Investments, Finance, Securities, Financial Analysis, Asset Management, Microsoft Excel, Mutual Funds, Curative, Financial Modeling, Investment Advisory, Due Diligence, Equities

Education
Oklahoma State University   2006 — 2010
Bachelor of Science (BS), Accounting and Finance

Walter Garrett Walter Garrett Baltimore, Maryland Area Details
Walter Garrett's Williams Financial Group Experience October 2007 - May 2008
Job Accounting Professional
Industry Accounting
Experience
Robert Half International  May 2004 - Present
Health Care Access Maryland   December 2010 - March 2012
The Salvation Army  November 2008 - November 2009
Williams Financial Group   October 2007 - May 2008
Center for Urban Families  December 2005 - May 2006

Skills
Account Reconciliation, Accounting, Accounts Payable, Bank Reconciliation, Payroll, Bookkeeping, Tax Returns, Internal Controls, General Ledger, Invoicing, Software Documentation, PeopleSoft, Journal Entries, Accruals, Finance, Peachtree, GAAP, Fixed Assets

Education
Morgan State University   1988 — 1993
BS, Accounting

Bob Kristek Bob Kristek Dallas/Fort Worth Area Details
Bob Kristek's Williams Financial Group Experience January 2013 - Present
Job Vantage BenefitsAssociate Regional Director
Industry Financial Services
Experience
Williams Financial Group   January 2013 - Present
Competitive Benifits   January 2011 - Present
Allstate  June 2006 - December 2010
VALIC  August 1994 - May 2006

Skills
Retirement, Retirement Planning, Fixed Annuities, Financial Services, Financial Advisory, IRAs, Employee Benefits, Insurance, Term Life Insurance, Series 63, Disability Insurance, Long-term Care, Annuities, Long Term Care, IRA's, Annuity, Series 24, Series 7, Series 65, 401k, Mutual Funds

Education
University of Texas Pan American   1980 — 1985
BBA Business, Small Business Administration/Management

The University of Texas-Pan American   1980 — 1984
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Donita Furlough Donita Furlough Plano, Texas Details
Donita Furlough's Williams Financial Group Experience August 2009 - December 2013
Job Accounting Manager at Tenet Practice Resources
Industry Hospital & Health Care
Experience
Tenet Healthcare  April 2015 - Present
UNSi  December 2013 - December 2014
Williams Financial Group   August 2009 - December 2013
eCOST.com  August 2006 - June 2009
Chartwell Diversified Services, Inc.   2005 - 2006
Washington Mutual  2004 - 2005
Valor Telecom  February 2002 - April 2004

Skills
Variance Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, General Ledger, Financial Analysis, Account Reconciliation, Accounts Payable, CPA, Accruals

Education
Sam Houston State University
Bachelor's Degree, Accounting

Derek Wilkes Derek Wilkes Dallas/Fort Worth Area Details
Derek Wilkes's Williams Financial Group Experience 2014 - June 2015
Job Administrative Manager Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2015 - Present
Williams Financial Group   2014 - June 2015
Williams Financial Group   March 2010 - January 2014
1st Global  January 2008 - March 2010
Northwestern Mutual  2005 - 2005

Skills
Series 7, Series 66, Series 24, Securities, Options, Equities, ETFs, Margin Analysis, Mutual Funds, Insurance, Customer Relations, Risk Management, Investments, Retirement Planning, Trading, Finance, Investment Advisory, FINRA, Alternative Investments, Financial Advisory, Uniform Combined State...

Education
Kansas State University   2003 — 2007
Finance, Economics

Brandon McDonald Brandon McDonald Dallas/Fort Worth Area Details
Brandon McDonald's Williams Financial Group Experience September 2004 - October 2008
Job Senior Project Manager
Industry Marketing and Advertising
Experience
A. H. Belo   October 2009 - Present
Williams Financial Group   September 2004 - October 2008
Yahoo!  August 1997 - April 2002

Skills
Project Management, Vendor Management, Disaster Recovery, Microsoft Office, Active Directory, Troubleshooting, Windows, System Administration, Microsoft Excel, Networking, Web Analytics, Business Development, Network Engineering, Marketing, Customer Service, Data Center, Training, Windows 7, Microsoft Exchange, DNS, Servers, SharePoint, Security, Management, Integration

Education
University of North Texas   1989 — 1994
Business Administration and Management, General

Pampa High School

Jon Cravens Jon Cravens Dallas/Fort Worth Area Details
Jon Cravens's Williams Financial Group Experience May 2013 - December 2013
Job Texas A&M University School of Law, 3L Evening Program
Industry Financial Services
Experience
Emerson Equity   December 2013 - Present
MBD Solutions   December 2013 - Present
BARBRI Inc.  October 2012 - Present
Williams Financial Group   May 2013 - December 2013
Preferred Apartment Communities (APTS)   January 2013 - April 2013
MacKenzie Capital Management, LP   September 2009 - May 2012
CM Securities   March 2009 - June 2009
Resource Real Estate  June 2008 - December 2008
Behringer Harvard  June 2004 - May 2008

Skills
Alternative Investments, Securities, Asset Management, Series 7, Investments, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Investment Strategies, Retirement Planning, Financial Modeling, Financial Analysis, Due Diligence, Equities, Retirement, ETFs, Insurance, Real Estate, Financial Advisory, Financial Services, Uniform Combined State..., Series 65, Securities Regulation, FINRA, Estate Planning, Start-ups, Private Equity

Education
Texas A&M University School of Law   2012 — 2016
J.D. Candidate 2016, Law

Southern Methodist University - Cox School of Business   1996 — 2000
BBA, Finance, Economics

Lucy Raley Lucy Raley Dallas/Fort Worth Area Details
Lucy Raley's Williams Financial Group Experience September 2013 - Present
Job Owner at Park Cities Trader
Industry Marketing and Advertising
Experience
Park Cities Trader   October 2013 - Present
Williams Financial Group   September 2013 - Present
Jhilburn Men's Custom Clothier   February 2013 - Present
Cowboy Cool   June 2011 - July 2012
Amegy Bank of Texas  May 2007 - March 2010
Dain Rauscher  May 2006 - May 2007
Pfizer Pharmaceuticals  March 2001 - October 2003
Pfizer Pharmaceuticals  January 1998 - February 2001

Skills
Sales Operations, Sales, Healthcare, Loans, Training

Education
University of Mississippi   1988 — 1992
Public Relations/English

Marina Perkins Marina Perkins Dallas/Fort Worth Area Details
Marina Perkins's Williams Financial Group Experience May 2009 - September 2009
Job Staff Accountant III at TMX Finance
Industry Financial Services
Experience
TMX Finance  April 2014 - Present
Time Warner Cable  July 2010 - January 2014
Time Warner Cable  September 2009 - August 2010
Williams Financial Group   May 2009 - September 2009
Wachovia Bank  February 2009 - September 2009
Pettit & Barraza   April 2008 - January 2009
"Care" Crisis Center   February 2004 - July 2006
Kazakh State University of International   September 2000 - February 2004
Commercial Bank of Turkmenistan   June 1997 - August 2000

Skills
Account Reconciliation, General Ledger, PeopleSoft, Fixed Assets, Accounts Receivable, Accounts Payable, Financial Analysis, Microsoft Excel, Accruals, Outlook, Financial Statements, Peachtree, Bank Reconciliation, Microsoft Word, Balance, Teamwork, Variance Analysis, Accounting, Microsoft Office, Tax, Access, QuickBooks, Finance, Payroll, Journal Entries, Budgets, Invoicing, Spreadsheets, Financial Reporting, Hyperion Enterprise, Sarbanes-Oxley Act, GAAP, Financial Accounting, Analysis, Sarbanes-Oxley, Pivot Tables, Billing Systems, Data Analysis, Depreciation, Business Analysis, PowerPoint, Internal Controls, Data Entry, Payments

Education
Turkmen State University
MS, Economics

Turkmen State University
BA, International Economics

Mountain View College   2012 — 2013
CPA Program

Ashley Cross Ashley Cross Dallas/Fort Worth Area Details
Ashley Cross's Williams Financial Group Experience September 2015 - Present
Job Senior Compliance Officer at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group   September 2015 - Present
Williams Financial Group   May 2013 - September 2015
Blue River Partners, LLC  January 2013 - May 2013
1st Global  July 2011 - December 2012
1st Global  October 2008 - July 2011
1st Global  October 2006 - October 2008
1st Global  January 2005 - October 2008
1st Global  January 2004 - January 2005
1st Global  September 2003 - January 2004
1st Global  May 2003 - September 2003

Skills
Series 7, FINRA, Due Diligence, Financial Services, Research, Series 24, Securities Regulation, Surveillance, FINRA advertising review, Compliance, Team Leadership, Teamwork, Supervision, Internal Audit, Regulatory Filings, Regulatory Risk, Legal Compliance, Series 66

Education
Texas A&M University   1998 — 2002
Bachelor of Business Administration (BBA), Management Information Systems, General

SMU   2012 — 2013
SMU Paralegal Studies Certificate, Paralegal Studies

Emily Messerschmitt Emily Messerschmitt Dallas/Fort Worth Area Details
Emily Messerschmitt's Williams Financial Group Experience 2001 - 2004
Job President at The Fig Group, LLC
Industry Financial Services
Experience
The Fig Group LLC   July 2004 - Present
Williams Financial Group   2001 - 2004
JP Morgan Chase  1998 - 2001

Skills
Securities, Investments, Financial Services, Equities, Financial Analysis, Trading, Fixed Income, Strategic Planning, Investment Advisory, Investment Banking, Asset Management, Hedge Funds, Operations Management, Options, commerical banking, Alternative Investments, Capital Markets, FINRA, Compliance, Series 7, Series 63, Series 65, Series 24, series 4, Portfolio Management, Back Office, Investment Strategies, Wealth Management

Education
The University of Dallas   1995 — 1998
MBA, International Business

Southern Methodist University   1991 — 1995
BA, Music, Minor Art History and French

Boston University   1990 — 1991

Jennie Dunaway Jennie Dunaway Dallas/Fort Worth Area Details
Jennie Dunaway's Williams Financial Group Experience March 2013 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Williams Financial Group   March 2013 - Present
Morgan Stanley Smith Barney  August 2011 - Present
Deutsche Bank  1999 - 2011

Skills
Series 63, Series 7, Series 66, Asset Management, Microsoft Excel, Customer Service, Uniform Combined State..., Portfolio Management

Education
Texas Tech University   1981 — 1985
BBA, Business Administration

Bryan Adams High School   1978 — 1981

Clarence McGee Clarence McGee Birmingham, Alabama Area Details
Clarence McGee's Williams Financial Group Experience January 2011 - Present
Job Professional
Industry Financial Services
Experience
Commercial Capital Partners   December 2012 - Present
Williams Financial Group   January 2011 - Present
South First Mortgage   March 2010 - January 2011

Skills
Investments, Strategic Financial..., Finance, Retirement Planning, Financial Analysis, Loans

Education
University of Alabama at Birmingham   1987 — 1992
Bachelors of Science, Finance, Investments and Institutions Specialization

Neal Turner Neal Turner Dallas/Fort Worth Area Details
Neal Turner's Williams Financial Group Experience April 2009 - April 2014
Job Registered Representative IMS Securities
Industry Investment Banking
Experience
IMS Securities   April 2014 - Present
Williams Financial Group   April 2009 - April 2014
UBS  October 2005 - April 2009
Smith Barney  June 2002 - October 2005
RBC  September 1996 - June 2002
Merrill Lynch  September 1990 - September 1996

Skills
Investment Advisory, Series 7, Wealth Management, Securities, Mergers & Acquisitions

Education
Texas Tech University   1976 — 1980
Bachelor of Business Administration (BBA), Finance

Matt Beeby Matt Beeby Fort Worth, Texas Details
Matt Beeby's Williams Financial Group Experience January 2012 - Present
Job Senior Equity Research Analyst, Oilfield Services at Williams Financial Group
Industry Investment Banking
Experience
Williams Financial Group   January 2012 - Present
Global Hunter Securities  2010 - 2011
Morgan Keegan  2005 - 2010
ExxonMobil  2001 - 2003

Skills
Financial Modeling, Series 7, Valuation, Investment Banking, Equity Research, Capital Markets, Analysis, Equities

Education
Tulane University   2003 — 2005
MBA, Finance

Oklahoma State University   1996 — 2001
BS, Chemical Engineering

Amber Goetz Amber Goetz Richardson, Texas Details
Amber Goetz's Williams Financial Group Experience January 2008 - Present
Job Broker/Dealer Transitions Coordinator
Industry Design
Experience
Self-employed  2011 - Present
Williams Financial Group   January 2008 - Present

Education
Southern Methodist University   2011 — 2012
Certification in Website Design, Website Design

Texas Tech University   2006 — 2008
Financial Planning

Angelo State University   2001 — 2006
Bachelor of Science (B.S.), Psychology

Russell Robinson Russell Robinson Dallas/Fort Worth Area Details
Russell Robinson's Williams Financial Group Experience September 2014 - Present
Job Trading/Operations Analyst at WFG Investments
Industry Financial Services
Experience
Williams Financial Group   September 2014 - Present
Faulkner Design Group  August 2014 - August 2014
Edfinancial Services  May 2013 - December 2013

Skills
Finance, Leadership, Data Analysis, Corporate Finance, Customer Service, Financial Analysis, Microsoft Excel, Economics, Entrepreneurship, Accounting, Capital Budgeting, Portfolio Management, Project Management, Asia, Public Speaking, Series 7, Pershing, National Financial...

Education
University of Tennessee-Knoxville - College of Business Administration   2012 — 2014
Bachelor of Science (BS), Accounting and Finance

Christ Presbyterian Academy   2006 — 2009