Undralyn Williams

Undralyn Williams's email & phone

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Vice President, Financial Consultant at Charles Schwab|United States

Position:

Vice President, Financial Consultant at Charles Schwab

Location:

United States

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Last updated: 2026-04-30
Updated: 2026-04-30

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Work Experience 19 years

Vice President, Financial Consultant at Charles Schwab

Sep 2023 - Current

Investment Consultant at Charles Schwab

Mar 2022 - Sep 2023

Client Account Manager at TIAA Kaspick

Oct 2021 - Mar 2022

Senior Trust Administrator at TIAA Kaspick

Oct 2018 - Sep 2021

Trust Administrator at TIAA Kaspick

May 2013 - Sep 2018

Contractor at TIAA Kaspick

Feb 2013 - Apr 2013

Private Placement Existing Business Agent at PENSCO Trust Company, a subsidiary of Opus Bank

Sep 2010 - Oct 2012

Senior Documents Administrator at PENSCO Trust Company, a subsidiary of Opus Bank

Aug 2007 - Aug 2010

Undralyn Williams started working in 2007, then the employee has changed 2 companies and 7 jobs. On average, Undralyn Williams works for one company for 2 years 3 months.

Education

Bachelor's degree at Spelman College

Master of Public Administration - MPA at California State University - East Bay

Frequently Asked Questions

What is Undralyn Williams's minimum period of employment in the companies?

Undralyn Williams's minimum period of employment in various companies is 2 months.

What is Undralyn Williams's average duration of employment for different companies?

On average, Undralyn Williams works for one company for 2 years 2 months

What industries has Undralyn Williams worked in?

Undralyn Williams works in the Financial Services.

What positions has Undralyn Williams held before?

Previously, Undralyn Williams worked as a Investment Consultant, and Client Account Manager, and Senior Trust Administrator, and Trust Administrator, and Contractor.

How do I contact Undralyn Williams?

Undralyn Williams's phone number is +1-***-***-1889. Sign up to get contact details.

Who is the President & CEO of the Charles Schwab?

The President & CEO of the Charles Schwab is Walter W. Bettinger II

Who are Undralyn Williams's peers at other companies?

Undralyn Williams's peers at other companies are Mark Delton and Kanak Agarwal and Clarise Vennitti

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Other employees at Charles Schwab

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Company
Position
Isaac Acuña
Specialist, Trader Services
Holden Tatem
Investment Consultant, Financial Consultant Academy
Brian Dobry
Sr Derivatives Trading Specialist
Ekta Shrestha
Lead Kronos Functional Analyst
Neha Baweja
Sr Manager, Digital Product Management (PL)

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