Allison Williams
Relationship Manager
Summary
Results-driven financial consultant with over 17 years of experience in the banking and investment sector, specializing in High-Net-Worth individual and business clientele. Proven success in cultivating strong interpersonal relationships that foster trust and enhance customer retention.
Overview
2023
2023
years of professional experience
Work History
CFO/Treasurer
9003 Industries INC
01.2019 - 01.2023
- Planned and managed a $1 million annual budget, tracked expenditures, and funding methods.
- Worked closely with private investors and legal teams to ensure all partner contracts and NDAs are in proper order.
- Oversee corporate filings, compliance, and legal meetings. Also, budget planning, bank accounts, and equipment purchasing.
- Oversaw budgets, payroll, and accounts payable and receivable.
Business Relationship Manager II
JPMorgan Chase
01.2010 - 01.2019
- Prospecting and development of new business. Provide start-to-finish implementation services in lending, depository accounts, and cash management products.
- Performed complex, multi-layer account openings and Enhanced Due Diligence
- Established connections with Private Bank, Wealth Management, Mortgage, and Retail Branch teams to deepen relationships, cross-reference, and provide a superior One Stop Shop client experience.
- Managed a portfolio of key accounts, ensuring consistent revenue generation and account retention.
- Commitment to monitoring regulatory landscapes ensured compliance with banking industry standards.
Personal Banker
Chase Bank
01.2007 - 01.2009
- Licensed Personal Banker targeting consumer retail sales- investments, mortgages, and personal credit products.
- Series 6, 63 and Life/Health certifications
Senior High Net Worth Specialist
Vanguard
2023 - 2024
- Fully licensed (SIE, Series 7, Series 66).
- Sales and Onboarding Relationship Consultant.
- Assist clients in managing investments, planning for the financial future, and building wealth.
- Build and maintain strong client relationships.
- Enhanced customer satisfaction with timely and accurate issue resolution.
Education
B.A. - Intercultural Relations/Humanities
Arizona State University
Skills
- Relationship/Portfolio Management
- Experienced with KYC, AML, CIP onboarding
- Ability to use multiple systems -CRM/Client Central/Trade & DDA
- Extensive business/financial acumen
- Positive attitude/strong client focus
- Proficient loan origination in Commercial/SBA/Asset Backed lending
- Client experience oriented and resolution management start to finish
- Organizational and planning expertise
Timeline
CFO/Treasurer
9003 Industries INC
01.2019 - 01.2023
Business Relationship Manager II
JPMorgan Chase
01.2010 - 01.2019
Personal Banker
Chase Bank
01.2007 - 01.2009
Senior High Net Worth Specialist
Vanguard
2023 - 2024
B.A. - Intercultural Relations/Humanities
Arizona State University
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