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Patricia Williams

Patricia Williams

Client Relationship Manager

Followers of Patricia Williams472 followers
location of Patricia WilliamsGreater Chicago Area

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  • Timeline

  • About me

    Director, Investment Advice

  • Education

    • University of Illinois Urbana-Champaign

      1994 - 1999
      Bachelor of Science

    • Boston University

      2007 - 2010
      MS

  • Experience

    • Great-West Retirement Services

      Mar 2001 - Mar 2006
      Client Relationship Manager

    • Morningstar

      Nov 2006 - Apr 2009
      Relationship Manager

    • J.P. Morgan

      Jan 2011 - Jan 2012
      AVP Sr Compliance Officer

      AML Analytics & Design

    • J.P. Morgan

      Jan 2013 - Jan 2016
      Defined Contribution Communication Strategist

    • TIAA

      Feb 2016 - now

      • Director, Investment Advice

        Dec 2022 - now

      • Institutional Relationship Manager

        Feb 2016 - Dec 2022

  • Licenses & Certifications

    • Certified SAFe® 6 Product Owner/Product Manage

      Scaled Agile, Inc.
      Jun 2023

    • Certified SAFe® 5 Agile Product Manager

      Scaled Agile, Inc.
      Feb 2023
      View certificate certificate