William Knox in

William Knox

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Senior Operations Specialist at Lion Street
📍 United States

William Knox is a Senior Operations Specialist at Lion Street, with a background in supporting financial representatives and managing client accounts at NFP. He holds a FINRA Series 7 certification and earned his Bachelors degree from Texas Tech University, specializing in brokerage account services and operational compliance throughout his career.

William maintains a strong connection to his alma mater, Texas Tech University. His professional focus has been centered within the financial services distribution and wealth management sectors in Austin, Texas.

He holds a FINRA Series 7 license, a key qualification for professionals in the securities industry.

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Current Role
Senior Operations Specialist
Location
United States
Personality Overview

How William shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics William cares about

Financial Operations
His career progression from specialist to senior specialist at Lion Street and NFP highlights his focus on operational efficiency and support in financial services.
Wealth Management Support
Previously responsible for establishing and maintaining retirement and retail accounts for wealth management clients, indicating expertise in this area.
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Career

Work history

3-2019
Senior Operations Specialist
Lion Street
8-2015 - 3-2019
Operations Specialist
Lion Street
3-2015 - 8-2015
Senior Operations Support Specialist
NFP Advisor Services
2-2014 - 3-2015
Operations Support Specialist
NFP
2-2012 - 2-2014
Brokerage Account Services
NFP
In the press

Media appearances

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Education
2003 - 2009
Bachelor's
Texas Tech University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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