Tracy Owen Williams
About Tracy Owen Williams
Tracy Owen Williams is a Retirement Specialist with extensive experience in client relationship management and benefits consulting. He currently serves as Vice President and 401 Client Relationship Manager at Suntrust Bank in Atlanta, Georgia.
Current Role at Suntrust Bank
Tracy Owen Williams currently serves as Vice President and 401 Client Relationship Manager at Suntrust Bank. In this role, she has been responsible for managing client relationships related to 401(k) plans since 2013. Her extensive experience in retirement planning and client management has contributed to her success in this position over the past 11 years in Atlanta, Georgia.
Previous Experience at BDO USA and Grant Thornton
Tracy Owen Williams worked as a Senior Associate at BDO USA, LLP from 2007 to 2008 in Chicago, Illinois. Following this role, she joined Grant Thornton LLP as a Senior Associate from 2008 to 2010, also in Chicago. These positions provided her with foundational experience in financial services and client management within the accounting sector.
Career in Benefits Consulting
Williams has held several positions in benefits consulting, including her role as Benefits Consultant at Mazursky Constantine LLC from 2011 to 2013 in Atlanta. Prior to that, she worked as a Benefits Analyst at Vinings Management Corporation from 2000 to 2002 in Marietta, Georgia. Her career began as a Retirement Specialist at Pension Financial Services, Inc. from 1996 to 2000 in Duluth, Georgia, where she gained initial expertise in retirement planning.
Education and Academic Background
Tracy Owen Williams studied at Georgia State University, where she earned a Bachelor of Business Administration degree from the J. Mack Robinson College of Business. This educational background has equipped her with the necessary skills and knowledge to excel in her roles within the financial and benefits consulting sectors.
Experience in Pension Consulting
From 2002 to 2007, Tracy Owen Williams worked at Moore Stephens Tiller LLC as a Pension Consultant and Relationship Manager in Atlanta, Georgia. This five-year tenure allowed her to deepen her expertise in pension plans and client relationship management, further enhancing her qualifications in the retirement services field.