Tricia Williams

Business Strategy and Operations • Program/Project Management • HR Operations

Role
Director of Business Operations at Chicory Wealth
Location
Seattle, WA, US
LinkedIn followers
500 followers

Experience

  1. Director of Business Operations

    Chicory Wealth

    Nov 2021 — Present

    Chicory Wealth is a progressive financial planning firm that aspires to a more just and sustainable world by helping our clients integrate money and meaning. We engage our clients in a comprehensive life planning process and seek to help them operationalize their plan by investing in ESG/socially conscious focused portfolios and direct impact investments. We are proud to be a Certified B Corporation.For more information, please visit our website:

Education

  • University of North Florida

    Bachelor of Science (BS)

Skills

  • Leadership
  • Inventory Management
  • Coaching
  • Management
  • Team Building
  • Interviews
  • Customer Service
  • Workforce Planning
  • Recruiting
  • Process Improvement
  • Sourcing
  • Cross-Functional Team Leadership
  • Hiring
  • Strategy
  • Retail
  • Program Management
  • Crm

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Tricia Williams — Director of Business Operations at Chicory Wealth in Seattle, WA, US | Unifers