Michael Williams

Senior Vice President, Senior Portfolio Manager @People\'s United Bank, N.A

Burlington, VT, US

Part of an integral team of portfolio managers providing financial solutions for high net worth clients in a community bank environment.• Collaborate with Wealth Management Officers and Private Bankers to manage and grow the revenue of the Wealth Management division of the bank.• Work closely with a dedicated financial planner to customize Investment Policy Statements that coincide with the stated investment objectives of our clients.• Respond to proposal requests from prospective clients using several different types of software.• Participating member of the Solutions Committee that use qualitative and quantitative metrics to vet managers for approval to the working list.• Initiated a sub-group of the Solutions Committee to establish a working list of liquid alternative investments.• Attend regularly schedule manager meetings to discuss the cross selling of fiduciary services to other areas of the bank.