Chris Williams in

Chris Williams

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Director at Charles Schwab
📍 Cary, North Carolina, United States

Chris is a versatile financial services Director at Charles Schwab with over 25 years of experience. He specializes in advisor business practices, RIA technologies, and their integration with custodial platforms. He holds a BSBA from Appalachian State University and manages key fintech relationships for Schwabs integration platforms.

Outside of his primary career in finance, Chris has hands-on experience in small business management. He previously served as the VP and Business Manager for a family-owned dental practice, handling all business-related and personnel matters for the office.

Unique fact: He has concurrently managed a career in corporate finance while running the business operations for a family dental practice.

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Experience
29 Years
Current Role
Director
Job Level
Mid-senior
Location
Cary, North Carolina, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Chris cares about

Fintech Integration
His team manages relationships with over 300 fintech firms that integrate with Schwab's platforms, showing a deep focus on this ecosystem.
RIA Technology
His career has a strong focus on the technologies used in the Registered Investment Advisor (RIA) space and how they interact with custodial services.
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Career

Work history

4-2019
Director
Charles Schwab
6-2011 - 4-2019
Senior Team Manager, 3rd Party Programs
Charles Schwab
7-2010 - 6-2011
Relationship Manager
CRM Software (Junxure)
1-2007 - 10-2018
VP/Business Manager
Nicole Williams DDS PA
6-1997 - 6-2007
Product/Marketing Manager
Charles Schwab & Co
In the press

Media appearances

Charles Schwab Corporation Announces Executive Transitions. Featured in Morningstar
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Education
1992 - 1997
BSBA
Appalachian State University
1988 - 1992
Education details unavailable
Cardinal Gibbons High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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