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Jeff Williams profile image

Jeff Williams

Senior Account Executive at Park Place Finance, LLC - Hard Money Lender
Intro Book
Jeff Williams, a seasoned financial professional with expertise in commercial lending, business planning, and retirement planning, holds a degree in Biology/Biological Sciences from Texas Tech University, and is fluent in English.
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Location
San Antonio, Texas, United States, US
Languages
  • English -
Skills
  • Commercial Lending
  • Business Planning
  • Life Insurance
  • Retirement Planning
  • Fixed Annuities
  • Show all
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Bio

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Topline AI
Jeff Williams is a seasoned professional with extensive experience in the financial services industry. He has worked in various roles, including Senior Account Executive, Senior Loan Officer, Business Consultant, and Financial Advisor, across multiple companies such as Park Place Finance, LLC, Corridor Funding, Streamline Funding Group, LLC, Yelt Consulting, Design Tech Homes, Builders Capital, FEG Equity Capital LLC, River Park Financial, and USA Business Lending, INC. With a strong educational background in Biology/Biological Sciences from Texas Tech University, Jeff has developed a solid foundation in business planning, insurance, investments, and strategic financial planning.

Credentials

  • Texas Group 1 Life & Health, Property & Casualty License since 1987
    Texas Department of Insurance
    Feb, 1987
    - Apr, 2026

Experience

  • Park Place Finance, LLC - Hard Money Lender
    • San Antonio, Texas, United States
    • Senior Account Executive
      • May 2024 - Present
      • San Antonio, Texas, United States

  • Corridor Funding
    • San Antonio, Texas Metropolitan Area
    • Senior Loan Officer
      • Dec 2023 - May 2024
      • San Antonio, Texas Metropolitan Area

      Investment Real Estate Lender

  • Streamline Funding Group, LLC
    • San Antonio, Texas, United States
    • Senior Account Manager
      • Oct 2021 - Dec 2023
      • San Antonio, Texas, United States

  • Yelt Consulting
    • Central Texas
    • Business Consultant
      • Feb 2019 - Dec 2023
      • Central Texas

      Senior Consultant - Investment Real Estate, Lending, Financial Services.

  • Design Tech Homes
    • San Antonio, Texas, United States
    • New Home Consultant
      • Sep 2020 - Nov 2021
      • San Antonio, Texas, United States

  • Builders Capital
    • San Antonio, Texas Area
    • Loan Officer
      • Feb 2020 - Aug 2020
      • San Antonio, Texas Area

      Direct Capital Lender for the single family and multi-family construction and development industry.

  • FEG Equity Capital LLC
    • San Antonio, Texas Area
    • Loan Officer
      • Oct 2014 - Feb 2020
      • San Antonio, Texas Area

  • River Park Financial
    • San Antonio TX
    • General Agent
      • Oct 2013 - Jan 2020
      • San Antonio TX

      Insurance, Benefits & Retirement Planning

  • USA Business Lending, INC
    • San Antonio, Texas Area
    • Loan Officer
      • Jan 2015 - Aug 2015
      • San Antonio, Texas Area

      USA Business Lending provides business lending for commercial real estate as well as financial institutions with the ability to create or expand their business and commercial lending. Our offerings with our financial institution lending partners span a variety of industries funding almost every property type available.

  • Horizon Planning Services
    • College Station, TX
    • Financial Advisor
      • 2004 - Sep 2013
      • College Station, TX

      Providing retirement planning and benefit planning services for select clients in the Brazos Valley and Houston areas.

  • Krueger & Catalano Capital Partners, LLC
    • College Station, Houston Texas
    • Investment Advisor Representative
      • 2009 - Apr 2013
      • College Station, Houston Texas

      Retirement Income Planning

  • New England Financial
    • Lubbock, Texas Area
    • Financial Advisor
      • Feb 1996 - Apr 2004
      • Lubbock, Texas Area

      District Manager, Recruiting and Training, Insurance and Investment services

  • Thrivent Financial for Lutherans
    • Lubbock TX
    • Financial Advisor
      • Jun 1985 - Feb 1996
      • Lubbock TX

      District Representative, Registered RepresentativeServing Members and Clients West Texas, Insurance and Investment products

  • Johnson & Johnson
    • Pharmaceutical Representative
      • May 1981 - Jul 1984

      Pharmaceutical Representative calling on Physicians, Hospitals, Clinics and Pharmacy.

  • Baxter Healthcare
    • Pharmaceutical Representative
      • May 1979 - May 1981

      Pharmaceutical Representative calling on Physicians, Hospitals, Clinics and Pharmacy.

Education

  • 1977 - 1980
    Texas Tech University
    Biology/Biological Sciences, General

Suggested Services

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Industry Focus. “Financial Services”

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