Stefanie Williams
Partner, Regional Team Lead @Creative Planning
Dallas-Fort Worth, TX, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jan 2022 — Present
Partner, Regional Team Lead @Creative Planning
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Leadership for a team of seven institutional retirement consultants. Focus on change management, cultural cohesiveness and retention following Creative Planning acquisition. Implementation of ongoing growth and efficiency strategies. Senior Consulting for a book of large/mega and key client relationships, focused on multi-plan harmonization.
SKILLS
Vendor ManagementAsset ManagementQualified Retirement PlansData AnalysisInvestmentsTrust ServicesSocial NetworkingLeadershipSalesSocial MediaMarketingRisk ManagementCoachingFinanceAnalysisInvestor RelationsInternal CommunicationsTeam BuildingPortfolio ManagementNegotiationInvestment ManagementTrainingBusiness Development
ABOUT STEFANIE WILLIAMS
Experienced corporate, governmental and nonprofit Retirement Plan Consultant…
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