Phyllis Williams

Relationship Manager at Guardian Life

Phyllis Williams is a seasoned professional with extensive experience in financial services, currently serving as a Relationship Manager and Registered Principal at Guardian Life since September 2014. Prior to this role, Phyllis worked as an Investment Operations Administrator at Cornerstone Advisors Asset Management, Inc. and Cornerstone Institutional Investors, Inc. in early 2014. Phyllis has a long history with Park Avenue Securities Investment Advisory Services, where roles included RIA Operations Manager from 2004 to 2013 and various operational positions from 1987 to 2003. Phyllis holds a Bachelor of Science degree in Business Administration Finance from Cedar Crest College and an Associate of Science degree in Accounting from Northampton Community College.

Links


Org chart

Sign up to view 0 direct reports

Get started