John Cole Williams
Responsabile della Conformità presso WESPAC Advisors LLC
Profilo
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.
Posizioni attive di John Cole Williams
Società | Posizione | Inizio |
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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. | Responsabile della Conformità | 01/08/1997 |
Formazione di John Cole Williams
American Graduate School of Management | Masters Business Admin |
University of Florida | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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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