John Cole Williams
Oficial de Cumplimiento en WESPAC Advisors LLC .
Perfil
Mr. John C.
Williams is a Chief Compliance Officer at WESPAC Advisors LLC.
He joined WESPAC in the late 1990's and his position as advisory operations manager means not only overseeing the retirement plan advisory business but also fulfilling key compliance and portfolio management roles.
His prior experience includes positions as a financial analyst with both The North Face and CIGNA Healthcare of Northern California.
He graduated with honors from the University of Florida with a BA in political science and minors in economics and Japanese language.
He is also a graduate of the Thunderbird School of Global Management with an MBA in finance.
Cargos activos de John Cole Williams
| Empresas | Cargo | Inicio |
|---|---|---|
WESPAC Advisors LLC
 WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts. | Oficial de Cumplimiento | 01/08/1997 |
Formación de John Cole Williams.
| American Graduate School of Management | Masters Business Admin |
| University of Florida | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 1 |
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WESPAC Advisors LLC
WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts. | Finance |
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