Michael Williams

Michael Williams has extensive work experience in the financial industry. Michael started working at Charles Schwab as a Managing Director in 1993 and held this role until November 2019. At Charles Schwab, they contributed to the company's success for over 26 years. In 2020, Michael joined Advyzon as a Strategic Relationship Manager. Advyzon provides a comprehensive technology solution for financial advisors, including performance reporting, billing, client relationship management, and business intelligence. Michael's role at Advyzon involves helping advisors streamline their operations and grow their businesses.

Michael Williams attended North Carolina State University from 1987 to 1991, where they obtained a Bachelor of Science degree in Economics. Michael also pursued a minor in Industrial Engineering during their time at the university. In addition to their formal education, Michael has pursued various certifications in the financial industry, specifically the Series 63, Series 7, and Series 9/10 certifications offered by FINRA. However, no information regarding the specific dates of obtaining these certifications is provided.