Stephen Williams
About Stephen Williams
Stephen Williams is a Financial Services Representative at Mutual of Omaha, where he has worked since 2019. He has a diverse background in financial services, including roles at New York Life Insurance Company and PHH Mortgage, and holds a Bachelor's degree in Finance from Canisius College.
Work at Mutual of Omaha
Stephen Williams has been employed at Mutual of Omaha as a Financial Services Representative since 2019. He operates in the San Francisco Bay Area, where he specializes in providing financial strategies tailored for both businesses and individuals. His role includes offering complimentary financial analysis to clients, assisting them in achieving their personal financial goals. Williams provides securities and advisory services through Mutual of Omaha Investor Services, Inc., which is a member of FINRA and SIPC.
Previous Experience in Financial Services
Prior to his current role, Stephen Williams held various positions in the financial services industry. He worked at New York Life Insurance Company as a Financial Services Professional from 2018 to 2019, utilizing Salesforce.com. Before that, he served as a Mortgage Loan Officer at PHH Mortgage from 2016 to 2017. Additionally, he spent five years at MassMutual as a Registered Representative, where he employed the Sandler Selling System from 2010 to 2015.
Education and Expertise
Stephen Williams has a Bachelor's degree in Finance and Financial Management Services from Canisius College, which he completed from 2000 to 2004. He has also pursued various specialized training programs, including Business Coaching and Strategic Planning at The Strategic Coach Inc. in 2000, and Selling Skills and Sales Operations at Sandler in 2014. Furthermore, he completed a Learning and Life Skills Program at SuperCamp in 1998.
Background in Project Management
Before his financial services career, Stephen Williams worked at Thompson Consulting Services as a Project Management and Field Operations Supervisor for four months in 2017. This role was based in Santa Rosa, California, and contributed to his understanding of operational efficiencies and project management within a consulting context.
Licenses and Specializations
Stephen Williams is licensed to offer insurance services in California, holding the insurance license number 0G04437. His expertise includes developing financial strategies that focus on maximizing retirement income and preserving the value of IRAs for future generations, catering to both individual and business clients.