Brandy Williams, CPM

Brandy Williams, CPM

Chairman at Phoenix Financial Holdings, Inc.

Washington, District Of Columbia (Washington D.C. Metro Area)
Financial Services

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Brandy Williams, CPM's Overview

  • Chairman at Phoenix Financial Holdings, Inc.
  • Executive Finance Director at New Development Homes, Inc.

500+ connections

Brandy Williams, CPM's Summary

Phoenix Financial Holdings is a holdings firm based in Washington, D C. The firm provides intelligent investment solutions specifically designed to achieve the definitive goal of our clients: long-term wealth accumulation. Phoenix Financial Holdings seeks to mitigate financial gaps plaguing minority communities, such as minimal investment money growth activities and lack of access to financial institutions and basic services. Phoenix Financial Holdings will provide financial education and guidance while creating opportunities for wealth accumulation and investments. The firm will execute extensive financial education and outreach initiatives, serving as a resource to those most in need.

Brandy Williams, CPM's Experience

June 2009Present (5 years 4 months)

Currently in charge of leadership on all acquisition and merger dealings, along with executive power with regards to all Phoenix Financial Holdings, Inc. subsidiaries. Seek out prospective entities to acquire, which fall within the sector(s) guidelines and pursue those acquisitions/mergers with the intent to increase the overall financial health of Phoenix Financial Holdings Inc. Provide guidance and leadership with regards to the holdings company and its subsidiaries.

Executive Finance Director

New Development Homes, Inc.

June 2005November 2007 (2 years 6 months)

Worked as a Finance Director in charge of finance and sales department. Managed/process all mortgage loans and closing dates for investors. Analyzed and presented developing financial files throughout the business day. Implemented continuous training for sales and finance team. Managed and analyzed all company real estate assets.

Brandy Williams, CPM's Certifications

  • CPM ™ Certified Chartered Portfolio Manager

    • American Academy of Financial Management

Brandy Williams, CPM's Skills & Expertise

  1. Real Estate
  2. Mortgage Lending
  3. Portfolio Management
  4. Investment Strategies
  5. Business Analysis
  6. Leveraged Finance
  7. Buyouts
  8. Mergers
  9. Finance
  10. Loans
  11. Commercial Lending
  12. Funding
  13. Mergers & Acquisitions
  14. Private Equity
  15. Due Diligence
  16. Leadership
  17. Corporate Finance
  18. Valuation
  19. Financial Structuring
  20. Venture Capital
  21. Capital Markets

View All (21) Skills View Fewer Skills

Brandy Williams, CPM's Education

Thomas Jefferson School of Law

Master of Science of the Law (JSM), International Taxation and Financial Services


New York Institute of Finance

Professional Certificate, Investment & Portfolio Management


Contact Brandy for:

  • career opportunities
  • consulting offers
  • new ventures
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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