Brandy Williams, CPM
Chairman at Phoenix Financial Holdings, Inc.
- Washington, District Of Columbia (Washington D.C. Metro Area)
- Financial Services
Brandy Williams, CPM's Overview
- Chairman at Phoenix Financial Holdings, Inc.
- Executive Finance Director at New Development Homes, Inc.
- Thomas Jefferson School of Law
- New York Institute of Finance
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 2009 – Present (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 2005 – November 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
- Real Estate
- Mortgage Lending
- Portfolio Management
- Investment Strategies
- Business Analysis
- Leveraged Finance
- Commercial Lending
- Mergers & Acquisitions
- Private Equity
- Due Diligence
- Corporate Finance
- Financial Structuring
- Venture Capital
- Capital Markets
Brandy Williams, CPM's Education
Master of Science of the Law (JSM), International Taxation and Financial Services
2012 – 2013
New York Institute of Finance
Professional Certificate, Investment & Portfolio Management
Brandy Williams, CPM's Additional Information
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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