Joseph Williams

Joseph Williams: Email & Phone Number

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Banking Service Associate Professional at LPL Financial|Charlotte Metro, United States

Position:

Banking Service Associate Professional at LPL Financial

Location:

Charlotte Metro, United States

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Last updated: 2026-06-13
Updated: 2026-06-13

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Personal emails:
j**********1@gmail.com

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Work Experience 5 years

Banking Service Associate Professional at LPL Financial

May 2025 - Current

Sr. Customer Advocate at TIAA

Jan 2023 - Oct 2024

Financial Services Consultant at TIAA

Nov 2021 - Jan 2023

Their professional focus is Analytical Skills, Business, and Business Acumen across 3 core areas.

Joseph holds Microsoft Excel 2016: Introductory, Six Sigma White Belt Certification, and CS50's Introduction to Databases with SQL certifications.

Education

Bachelor's degree at University of North Carolina at Charlotte

BSBA at University of North Carolina at Charlotte

Central Piedmont Community College

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