Erika Williams

Experience

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  Wells Fargo Advisors

  Feb 2012 - Jun 2013

  Financial Advisor, Private Client Group of Wells Fargo Advisors, LLC

  Investment Management & Advisory/Wirehouse Environment (Held FINRA Licenses: Series 7, Series 66)As an ambitious and energetic advisor trainee, partnered with leading money managers at the firm to learn more about passive and active trading strategies that build, sustain, and preserve intergenerational wealth Established a qualified sales lead generation process of asking open-ended questions to uncover unresolved challenges and opportunities; Employed active listening/probing skills to overcome objections and offer tailored solutionsGraduated from the trainee program and delivered a distinct client onboarding and service experience that resulted in increased investment assets under management Show less

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  J.P. Morgan

  Jun 2013 - Jun 2016

  Vice President - Private Client Advisor, JP Morgan Securities, LLC

  Investment Management & Advisory/Private Baking Environment (Held FINRA Licenses: Series 7, Series 66)As respected and valued team leader, organized the daily contributions of our cross-functional, trusted advisory team in leveraging firm expertise and resources to grow deposit & investment assets in our branch each month Coached and mentored banking team members to build and sustain indispensable critical thinking & interpersonal skills (active listening, decision-making, teamwork/partnership, and effective communication) and deliver an exceptional client service experience to our clientele resulting in a 28% increase in affluent households/high-net-worth individuals servedRanked #1 Regionally/#5 Nationally (based on tenure >3 years, assets under management, and annual revenue); Increased fee-based assets 300% in 24 months; Recognized with Silver Award of Excellence for 2014 and 2015 for outstanding client service and support Show less

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  Union Bank

  Jul 2016 - Sept 2017

  Vice President - Senior Financial Advisor, UnionBanc Investment Services, LLC

  Investment Management & Advisory/Private Baking Environment (Held FINRA Licenses: Series 7, Series 66)As a trusted advisor helping people invest for a brighter future, guided clients through the personal financial planning process: assessing needs, framing challenges, outlining current and future resources, gauging risk tolerance, conducting market research, analyzing historical investment data, budgeting, and anticipating the impact of future market downturns/upswings Deepened client relationships by working toward the positive outcomes they sought; providing timely, relevant information, recommendations, and guidance throughout the various market cycles; and addressing their significant life events/stages that could impact their long-term plan and current cash-flow Show less

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  Color Your World Personal Development & Coaching, LLC

  Sept 2017 - Jul 2021

  Co-Founder/Chief Executive Officer

  Professional Training & CoachingAs Chief “Everything” Officer of a startup, prepared all consolidated financial reports and proforma models: monthly/quarterly/annual budget, balance sheet, income, and cash-flow statementsEstablished and maintained internal financial controls; Sought opportunities for financial performance improvement via additional revenue streams, tiered subscription pricing, debt reduction, and cost containmentMaintained accounting system to guarantee the accurate presentation of financial results; Implemented accounting policies and procedures required to ensure GAAP accounting treatment and safeguarding of company assets; Managed/Presented financial data using Quickbooks and Microsoft ExcelCreated brand assets, integrated marketing campaigns, search engine optimization strategy, and digital distribution platform using a combination of artificial intelligence and data analytics software, Adobe Creative Suite (Photoshop, Illustrator, Premiere Pro, and InDesign), Kajabi and WordPress website builders, and the coding language HTML and JavaScript to breathe life into our online offering Show less

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  Oceanside Museum of Art

  Dec 2019 - Jun 2021

  Development Officer

  Philanthropy Oceanside Museum of Art is a non-profit organization serving as the cornerstone of art and culture in North San Diego County. My role and responsibilities require respectful collaboration across all departments to foster a culture of philanthropy, span multiple strategic initiatives, rely on strong interpersonal, time management, critical thinking, and business development skills, and primarily focus on three areas: Major Gifts—identifying and researching prospective donors; cultivating rapport and connections with individuals and families to uncover interests and passions; soliciting gifts for specific purposes or campaigns; stewarding the relationships; utilizing Blackbaud’s fundraising and donor management software Altru; employing compelling presentations to secure stakeholder buy-in and commitment to philanthropic goalsEvent Management—collaborating with our cross-functional team to create, managing, and promote multiple live-streamed/remote events as an alternative to large-scale, signature, on-site events; relying upon project management skills and strategic plans to meet increasingly aggressive deadlinesGrants—collaborating with the Grant Writer, Program Manager, and Executive Director to create compelling funding requests and grant proposals from private/public foundations and local/federal governmental agencies Show less

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  RSF Social Finance

  Jul 2021 - Feb 2024

  Vice President, Integrated Capital

  Investment Management & Advisory/Philanthropy RSF Social Finance offers innovative opportunities to invest, give, and get funding that generates positive social, economic, and environmental impact. Since 1984, RSF has made over $800 million in loans and grants to support social enterprises in food and agriculture, education and the arts, and climate and the environment. My role encompasses three areas:Executive Leadership—contributing to organizational vision, strategy, and workflow; attracting and retaining talent; leading with clarity and compassion; coaching and mentoring direct reports and staff membersBusiness Development—leading fundraising initiatives for RSF’s social investment, collaborative, general operating, and donor-advised fundsClient Services—serving as a key ambassador to stakeholder community at events and conferences; raising professional and organizational profile through relationship building, speaking engagements, and published thought leadership Show less

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  Indigenous Femme Founders Fund Hackathon

  May 2024 - Jun 2024

  Business Strategy Specialist
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  Aquillius Ventures

  Jun 2024 - now

  Venture Partner