Chris Williams

Observer
DISC Type : ci

Director at Charles Schwab

Cary, North Carolina, United States

Overview

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.

Personality Overview

Example Seeker

Curious

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They ask a lot of questions and rely heavily on information and collaterals. They are generally strong communicators and are not easy to convince.

Topics They Care 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.
Small Business Operations
He was the VP and Business Manager for a family-owned dental office, handling everything from payables and purchasing to advertising and hiring.

Media Appearances

Charles Schwab Corporation Announces Executive Transitions. Featured in Morningstar

See Now

Work History

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

Education

1992 - 1997
BSBA from Appalachian State University
1988 - 1992
Education details unavailable from Cardinal Gibbons High School

More Information

Social Presence :

Prographics :

Exp : 29 Location : Cary, North Carolina, United States Job Level : Mid-senior Designation : Director at Charles Schwab
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Focus on immediate action-items rather than the larger goals
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Chris

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Chris take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Chris

Personality Compatibility


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