Andrew Williams
Redmond,WA
Summary
Seasoned trust and investment-services professional with over 20 years of experience in trust administration, fiduciary services, and investment operations. Expertise in reviewing trust agreements, coordinating operational activities, and resolving discrepancies. Proven ability to manage compliance and enhance client relationships, supported by hands-on experience across various financial institutions.
Overview
14
14
years of professional experience
Work History
Energy Resource Group Analyst
Puget Sound Energy Inc
Bellevue, Washington
07.2026 - Current
- Developed Excel-based financial planning and tracking models for $55M capital and O&M budget management, enabling plant performance analysis, forecasting, variance analysis, and resource-leveling initiatives.
- Partner with engineering, operations, and executive leadership to communicate financial and operational results, supporting achievement of corporate and plant KPIs.
- Implemented process improvements in financial planning, inventory tracking, and performance reporting using Excel and Power BI dashboards, enhancing data visibility and supporting operational decision-making.
Client Relationship Officer
Ashurst Perkins Coie Trust Company
Seattle, Washington
06.2025 - 01.2026
- Managed a $235M high-net-worth portfolio, achieving 98% client satisfaction through proactive relationship management, accurate account support, and tailored client solutions.
- Coordinated with investment and internal operational partners as primary relationship contact to effectively address client requests and service issues.
- Streamlined client onboarding processes, reducing processing time and increasing satisfaction scores through workflow automation and cross-team coordination.
- Developed financial plans using MoneyGuidePro and co-led annual client account reviews with investment officers to enhance client engagement.
Client Service Associate
Morgan Stanley
Olympia, Washington
01.2025 - 05.2025
- Analyzed client portfolios in Salesforce to surface service and relationship opportunities for financial advisors, contributing to a 20% increase in client retention.
- Strengthened client relationships through proactive communication, account-service assistance, issue resolution, documentation management, and coordination with internal partners.
- Ensured accurate client information and documentation while adhering to established procedures for timely resolution of service requests.
Securities Admin Services Analyst
Computershare Corporate Trust
Remote, WA
03.2023 - 04.2024
- Evaluated loan-servicer performance and ensured data accuracy and compliance with contractual agreements through detailed review of account balances, advances, receivables, and cash flow reconciliations.
- Investigated discrepancies in transaction and account information, coordinating follow-up actions to enhance accuracy in administration.
- Developed Excel spreadsheets and Access database tools by translating contract terms and transaction requirements into repeatable processes and formulas, supporting accurate financial analysis and audit compliance.
- Managed complex financial and contractual information through thorough documentation review, data validation, and strict adherence to established requirements.
Secondary Market Analyst
WSECU
Remote, WA
07.2021 - 02.2023
- Developed Excel-based analytical models to benchmark product profitability and optimize pricing and sales-mix strategies, contributing to a 10% increase in top-line revenue.
- Analyzed financial, investment, economic, and credit-union trends, presenting insights in reports to guide senior management decisions.
- Prepared annual budgets and semi-annual forecasts using Excel and Oracle Hyperion, providing actionable recommendations for senior management.
- Created regular and ad-hoc reports in Excel and Tableau, defining KPIs and processes to enhance financial analysis and support operational decision-making.
Revenue Analyst
Potelco, Inc.
Sumner, Washington
12.2020 - 07.2021
- Prepared revenue reports and variance analyses for management, effectively communicating findings to both technical and non-technical stakeholders.
- Monitored project costs and revenue streams using Excel to enhance accuracy of monthly and quarterly forecasts and variance analysis.
- Completed monthly account reconciliations and general ledger activities to identify and resolve discrepancies, contributing to a 15% reduction in revenue loss.
Corporate Trust Review Analyst
U.S. Bank Global Corporate Trust Services
Seattle, Washington
01.2019 - 02.2021
- Reviewed corporate trust account information and operational processes to pinpoint discrepancies, address documentation issues, and highlight potential risk exposures.
- Conducted independent quality assurance, Regulation 9, and TIRA audit reviews to ensure proper account setup and mitigate potential risks while supporting compliance requirements.
- Applied knowledge of trust administration, fiduciary requirements, account setup, regulatory controls, and corporate trust operations.
- Evaluated account information against established requirements and supported timely resolution of issues.
- Led employee training on trust administration and compliance, contributing to a 15% increase in team productivity and efficiency.
- Collaborated with internal partners to clarify requirements, resolve issues, and ensure maintenance of accurate trust-account information.
Wealth Mgmt & Advisory Services Relationship Assoc
Washington Trust Bank
Seattle, Washington
04.2018 - 11.2018
- Developed client relationships by anticipating needs and promptly resolving issues, fostering satisfaction and trust through effective handling of confidential matters.
- Cultivated strong client relationships by engaging regularly and addressing their concerns. to enhance satisfaction and retention.
- Provided comprehensive support to clients by addressing inquiries and sharing product information. with inquiries and provided product information effectively.
- Streamlined account opening processes for new customers to ensure efficient onboarding. procedures for new customers efficiently.
- Monitored scholarship funds and ensured accurate court and farm accountings for assigned portfolios, facilitating compliance with fiduciary and tax requirements during end-of-year gifting and charitable distributions.
Investment & Fiduciary Services Associate
Wells Fargo Wealth Management
Seattle, Washington
01.2013 - 04.2018
- Prepared tailored investment reviews and client presentations and maintained a 98% customer retention rate.
- Collaborated with investment-management partners to navigate complex assets, enhancing strategies related to real estate, agricultural properties, timberland, oil and gas, partnerships, LLCs, and sole proprietorships.
- Conducted regular account reviews to ensure compliance with governing documents, bank policies, and statutory requirements, adhering to accounting standards and fiduciary controls.
- Managed probate and trust estates as corporate personal representative, successor trustee, or agent for personal representatives, ensuring compliance with fiduciary, investment, legal, administrative, and client-service requirements.
- Coordinated estate and trust administration activities, maintaining accurate documentation and effectively communicating requirements to internal and external stakeholders.
- Researched client and prospect information and supported relationship-development activities for new and existing clients.
Education
Master of Science - Financial Planning
Whitworth University
Spokane, WA06-2025
MBA -
University of Washington Tacoma
Tacoma, WA06-2023
Bachelor of Arts - Business Administration And Management
University of Washington Tacoma
Tacoma06-2017
Skills
- Financial forecasting and modeling
- Budget oversight and management
- Data analysis and validation
- Power BI reporting dashboards
- Client relationship development
- Performance tracking and reporting
- Process enhancement initiatives
- Problem resolution strategies
- Collaboration within teams and time management
- Critical thinking in decision-making contexts
- Compliance with regulations
- Statistical analysis techniques and risk assessment
Accomplishments
- Beta Gamma Sigma — Member [2025]
- U.S. Bank — The Best In Us Award: “We power potential” [2019 – 2021]
- Wells Fargo — Best Shot Award: “Delivering Exceptional Service Every Single Time” [2013 – 2018]
Timeline
Energy Resource Group Analyst
Puget Sound Energy Inc
07.2026 - Current
Client Relationship Officer
Ashurst Perkins Coie Trust Company
06.2025 - 01.2026
Client Service Associate
Morgan Stanley
01.2025 - 05.2025
Securities Admin Services Analyst
Computershare Corporate Trust
03.2023 - 04.2024
Secondary Market Analyst
WSECU
07.2021 - 02.2023
Revenue Analyst
Potelco, Inc.
12.2020 - 07.2021
Corporate Trust Review Analyst
U.S. Bank Global Corporate Trust Services
01.2019 - 02.2021
Wealth Mgmt & Advisory Services Relationship Assoc
Washington Trust Bank
04.2018 - 11.2018
Investment & Fiduciary Services Associate
Wells Fargo Wealth Management
01.2013 - 04.2018
Master of Science - Financial Planning
Whitworth University
MBA -
University of Washington Tacoma
Bachelor of Arts - Business Administration And Management
University of Washington Tacoma