Bio
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Topline AI
Lee Williams is a seasoned finance professional with expertise in derivatives, capital markets, and portfolio management. He has spent over 16 years in the banking industry, most recently serving as a Managing Director at Wells Fargo. Williams holds an MBA from Case Western Reserve University and a Bachelor of Arts degree from Ohio Wesleyan University.
Experience
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Wells Fargo
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San Francisco Bay Area
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Managing Director
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Apr 2019 - Present
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San Francisco Bay Area
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Managing Director, Interest Rate Risk Management
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Sep 2013 - Apr 2019
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Managing Director, Commodity Products
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Jan 2008 - Aug 2013
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Education
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Ohio Wesleyan University
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Weatherhead School of Management at Case Western Reserve University
Suggested Services
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Industry Focus. “Financial Services”
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