Retirement Consulting Services@ Creative Planning
New York, New York, United States
Stefanie Williams, CRPP CPFA
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Tell me more about Stefanie Williams, CRPP CPFA?
FlashIntel GPTStefanie Williams, CRPP CPFA is an experienced corporate, governmental, and nonprofit retirement plan consultant with 15.8 years of work experience. She possesses a wide range of skills including leadership, finance, sales, analysis, portfolio management, asset management, risk management, marketing, social networking, team building, social media, investments, training, data analysis, trust services, coaching, business development, negotiation, investment management, qualified retirement plans, vendor management, internal communications, and investor relations. Based in the United States, Stefanie has worked in various roles, including as a Retirement Consulting Services professional at Creative Planning and as an AVP Assistant Practice Leader at Lockton. She has also worked as an Assistant Vice President and Institutional Relationship Manager at Region
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About
Experienced corporate, governmental and nonprofit retirement plan consultant. Photography and copywriting in my spare time. Editor for 2016 Amazon.com best seller Business Valuation for Business Owners by Zachary Sharkey.
Work Experience
Retirement Consulting Services
Financial Services
Stefanie Williams, CRPP CPFA's Professional Milestones
- Avp Assistant Practice Leader, Retirement (2021-06-01~): Guided aspiring retirees towards retirement through strategic decision-making and personalized support.
- Trust Officer, Special Assets Administrator (2009-09-01~2014-05-01): Optimized inventory management system, enhancing risk management accuracy and compliance.
Education
Skill
Leadership
Finance
Sales
Analysis
Portfolio Management
Asset Management
Risk Management
Marketing
Social Networking
Team Building
Social Media
Investments
Training
Data Analysis
Trust Services
Coaching
Business Development
Negotiation
Investment Management
Qualified Retirement Plans
Vendor Management
Internal Communications
Investor Relations
Certification
Colleagues
Peter Mallouk
President | Chief Executive Officer
Mark Doman
ceo at the doman group a division of creative planning
Jonathan Knapp
Partner Chief Operating Officer
Nick Jacobson
Chief Marketing Officer
James Battmer
Chief Investment Officer
Other Named Stefanie Williams, CRPP CPFA
Frequently asked questions
We found 8 Stefanie Williams, CRPP CPFA's email addresses
We found 1 Stefanie Williams, CRPP CPFA's phone numbers
Stefanie Williams, CRPP CPFA's social media include: Linkedin,
Stefanie Williams, CRPP CPFA works for Creative Planning
Stefanie Williams, CRPP CPFA's role in Creative Planning is Retirement Consulting Services
Stefanie Williams, CRPP CPFA works in the industry of Financial Services
Stefanie Williams, CRPP CPFA's colleagues are Peter Mallouk,Mark Doman,Jonathan Knapp
Stefanie Williams, CRPP CPFA's latest job experience is Retirement Consulting Services at Creative Planning
Stefanie Williams, CRPP CPFA's latest education in Cannon Financial Institute
