![John Cole Williams](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
John Cole Williams
Compliance Officer chez
WESPAC Advisors LLC
Profil
Mr. John C.
Williams is a Chief Compliance Officer at WESPAC Advisors LLC.
He joined WESPAC in the late 1990's and his position as advisory operations manager means not only overseeing the retirement plan advisory business but also fulfilling key compliance and portfolio management roles.
His prior experience includes positions as a financial analyst with both The North Face and CIGNA Healthcare of Northern California.
He graduated with honors from the University of Florida with a BA in political science and minors in economics and Japanese language.
He is also a graduate of the Thunderbird School of Global Management with an MBA in finance.
Postes actifs de John Cole Williams
| Sociétés | Poste | Début |
|---|---|---|
WESPAC Advisors LLC
 WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors determines appropriate investment strategies for clients after assessing the client’s investment objectives and risk tolerance. The firm utilizes investment strategies for taxable clients that primarily involve top-down sector rotation and relative strength investing. They invest primarily in equity securities and exchange-traded funds selected primarily on the basis of technical research, yet supported by fundamental research. For self-directed retirement plan clients, WESPAC Advisors primarily selects no-load mutual funds. | Compliance Officer | 01/08/1997 |
Formation de John Cole Williams
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
WESPAC Advisors LLC
WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors determines appropriate investment strategies for clients after assessing the client’s investment objectives and risk tolerance. The firm utilizes investment strategies for taxable clients that primarily involve top-down sector rotation and relative strength investing. They invest primarily in equity securities and exchange-traded funds selected primarily on the basis of technical research, yet supported by fundamental research. For self-directed retirement plan clients, WESPAC Advisors primarily selects no-load mutual funds. | Finance |
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Graduate School of Management
 American Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
