Robert Williams Jr

Current

Agent/Advisor at Nationwide Insurance and Financial Services

Past

President/Founder at Maximus Professional Group, LLC
Supervisor, Revenue Analysis/General Accounting at Accor
Controller at John Q Hammonds Industries

Business Consultant at WillSmith Business Technologies

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Education

University of Houston
Jersey Village High School

Recommended

10 people have recommended Robert

Connections

111 connections

Industry

Financial Services

Websites

Robert Williams Jr’s Summary

*Financial Services-Developed Financial Plans for clients to help them protect and optimize current assets to achieve their financial goals. This is done by using a variety of financial products in concert in an integrated plan. Provided an updated review of client’s plan to ensure client stays on track for his goals.

*Wealth Accumulation/Management-We provide alternative ways to accumulate wealth for long term growth and retirement. This wealth can be accumulated with limited or ZERO risk by the Stock Market, and Tax Liability. We can also work closely with the client's professional in their Estate Plan.

*Risk Management/Insurance-Provide for clients an analysis to properly protect their current assets. Consult with Business owners on the development of a proper risk management plan. Provided ongoing consultation and feedback on existing plan and provide options to improve current plan.

*Accounting-Worked in assisting operations in streamlining processes and procedures to optimize bottom line profitability. Provided accurate Financial Reporting on a timely basis to all my internal and external customers. Assisted in the development of new financial software by leading in project planning process.

*Management-Recruited and Built teams to achieve organizational goals. Set guidelines and procedures to help team optimize and achieve goals on a consistent basis. Each situation, our goals were either hit or exceeded using various management systems.

Robert Williams Jr’s Specialties:

Financial Services, Wealth Accumulation, Estate Planning, Risk Management, Insurance, Accounting, Management, Business Development, Business Qualified/Non-Qualified Retirement Plan Implementation.

Robert Williams Jr’s Experience

Agent/Advisor

Nationwide Insurance and Financial Services

(Privately Held; NFS; Insurance industry)

June 2003 — Present (6 years 6 months)

I help Protect Clients Assets. We provide a comprehensive Analysis to take a snap shot of a client's current financial/Risk Management picture. We provide Wealth Accumulation strategies that are ALTERNATIVES to IRAs, 401ks, and other Qualified Plans. Our team consults with the client and provides options for the client using various Financial, Property, Casualty, and Liability Insurance products.
President/Founder

Maximus Professional Group, LLC

(Financial Services industry)

August 2003 — August 2009 (6 years 1 month)

Maximus Professional Group, LLC provides the following Services
*Business Plan Development and implementation
*Grant Writing for Non-Profits and Government Contracts
*PPM set up and implementation
* Capital Formation via private lenders and other creative sources of Capital
*Implementation of Qualified and Non-Qualified Retirement Plans for Executives, Principles and other classes of employees
Supervisor, Revenue Analysis/General Accounting

Accor

(Privately Held; 10,001 or more employees; AC; Hospitality industry)

June 2000 — August 2002 (2 years 3 months)

My team oversaw the Revenue Accounting aspects for many Mid Level Economy chain outfits in the North American Accor Portfolio. Our department was worked closely with IT, Operations, General Accounting, Treasury, and various departments to ensure accuracy in Revenue Accounting reporting.
Achieved Accor North America President's Award for Performance in 2001.
Controller

John Q Hammonds Industries

(Hospitality industry)

August 1997 — June 2000 (2 years 11 months)

Oversaw and Managed Team that handled the Accounting Operations at Full-Service 4 diamond Hotel. Our department worked closely with various departments in the hotel operation to ensure accuracy in reporting financial numbers. We also consulted with department to ensure each hotel outlet was operating a max potential.
Business Consultant

WillSmith Business Technologies

(Accounting industry)

January 1991 — August 1997 (6 years 8 months)

Provide Computer, Accounting Consulting work for various non-profit organizations. Also Assisted in development of Business and strategic plans for these organizations.

Robert Williams Jr’s Education

University of Houston

Business Admin 1987 — 1991
Jersey Village High School

Yes , General Studies , 1983 — 1987

Activities and Societies:

Basketball