Tara Williams
About Tara Williams
Tara Williams is a Relationship Manager at Apex Fintech Solutions in Dallas, Texas, where she has worked since 2021. She holds multiple licenses in insurance and securities and has a strong background in financial services and healthcare.
Work at Apex Fintech Solutions
Tara Williams has been serving as a Relationship Manager at Apex Fintech Solutions since 2021. Based in Dallas, Texas, she has accumulated three years of experience in this role. Her responsibilities include managing client relationships and ensuring client satisfaction within the financial services sector.
Education and Expertise
Tara Williams holds a Bachelor of Arts degree in Mathematics and Computer Science from The College of New Jersey. Additionally, she has completed a program at Landmark focused on Team Management and Leadership. Her educational background supports her expertise in requirements gathering, problem solving, and project planning and implementation.
Background in Financial Services and Healthcare
Tara Williams has a strong background in both the financial services and healthcare industries. This dual experience enhances her ability to navigate complex client needs and deliver tailored solutions. Her knowledge in these sectors contributes to her effectiveness as a Relationship Manager.
Licenses and Certifications
Tara Williams holds both Life/Accident/Health Insurance and Securities licenses. She is certified with Series 7 and Series 66, which enables her to provide a wide range of financial services. These licenses reflect her commitment to maintaining professional standards in the financial industry.
Skills in Communication and Relationship Building
Tara Williams emphasizes the importance of building long-term relationships with clients. She utilizes proven communication and training skills to foster trust and collaboration. Her approach to client management is centered on understanding client needs and delivering effective solutions.