Karl Williams

Karl Williams has had extensive work experience in the financial industry. Karl started their career as a Sales Associate at Franklin Templeton Investments, where they communicated with investment representatives and assisted in selling funds. Karl then became an Internal Wholesaler, providing sales support and generating leads for advisors in the Independent and Bank Division.

Williams later joined Evergreen Investments as a Senior Internal Sales Consultant, proactively selling investment products to broker dealers and teaching investment classes. Karl was then promoted to the role of External Wholesaler, where they promoted Evergreen's investment capabilities to licensed professionals and executed a business plan to generate new business opportunities.

After that, Williams worked at BD Education Group as the New Business Development Director, where they developed new client relationships and expanded sales and marketing efforts into new target markets. Karl also worked at LPL Financial as both a Senior Trainer and a Business Consultant, delivering training on technology and developing success plans for financial institutions.

Currently, Williams is working at Infinex Financial Group as the Vice President of Relationship Management, where they develop growth models for investment programs and provides insight for maximizing productivity. Karl also assists with business planning and adjusting product mix and staffing.

Overall, Karl Williams has a diverse range of experience in sales, business development, training, and relationship management within the financial industry.

Karl Williams attended Paul VI High School from 1989 to 1993. Following their high school education, they pursued a Bachelor of Arts degree in Criminology and Sociology from Florida Southern College from 1993 to 1997.