See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Oneida Williams is a seasoned finance professional with 17 years of experience in investment banking and financial planning. She holds a Bachelor of Science in Finance and Actuarial Science from New York University and an Executive Education in ESG Investing from Columbia Business School.

Credentials

  • Notary Public
    Notary Public for the State of New York
    Sep, 2011
    - May, 2026
  • CAIA Charterholder
    CAIA Association
    May, 2016
    - May, 2026

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President
      • Dec 2012 - Present

    • Client Advisory Associate
      • May 2007 - Dec 2012

  • Hall Capital Partners LLC
    • New York, United States
    • Reporting Analyst
      • Jun 2006 - May 2007
      • New York, United States
  • Nadler Financial Services
    • New York, United States
    • Financial Planning Associate
      • Jan 2004 - May 2006
      • New York, United States
  • Argo Partners
    • New York, United States
    • Intern
      • Jun 2004 - Aug 2004
      • New York, United States
  • AXA
    • New York, United States
    • Intern
      • Jul 2003 - Aug 2003
      • New York, United States

Education

  • 2022 - 2022
    Columbia Business School
  • 2010 - 2011
    Pace University
  • 2002 - 2006
    New York University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles