Profile
Ms. Lou Ann Williams joined Finacorp Securities in 2008 as Vice President, Taxable Institutional Fixed income Sales in the San Francisco office.
Lou has welth of experience in Fixed Income Sales.
Prior to joining Finacorp Securities, Lou was Managing Director at Royal Bank of Canada (2002-2006), specializing in investment grade corporate debt, structured mortgages and agency securities.
Lou Ann began her career as VP at Bank of California during which time she focused on depository institutions and helped grow the government agency platform.
In 1985 she joined Bear Stearns with a focus on structured mortgage products and corporate securities.
From 1988 to 2000, Lou served as SVP for Donaldson, Lufkin and Jenrette, Inc. in San Francisco.
Her responsibilities included assisting state funds, endowments and money managers with their Fixed Income portfolio asset allocations.
Lou Ann Williams is a graduate of Cal State Hayward where she earned a B.A.
in finance, with an emphasis in accounting.
She holds FINRA security licenses Series 7, 63, 3 & 5 and Ethics Certification.
Former positions of Lou Ann Williams
| Companies | Position | End |
|---|---|---|
Finacorp Securities
 Finacorp Securities Investment Banks/BrokersFinance Founded in 1994 by Eduardo Prado, Finacorp Securities is a full service broker/dealer located in Irvine, California. The firm services to institutional clients in the US and in select international markets. They provide products and services in the fixed-income, interest rate, credit and equity markets. Finacorp operates as a certified minority-owned Hispanic broker/dealer. They are a member the SIPC, FINRA and MSRB. All accounts are carried by Broadcort, a division of Merrill Lynch (NYSE: MER). | Institutional Sales | - |
| ROYAL BANK OF CANADA | Corporate Officer/Principal | 31/12/2006 |
Credit Suisse (USA), Inc.
 Credit Suisse (USA), Inc. Investment Banks/BrokersFinance Credit Suisse (USA), Inc. provides investment services. It offers securities underwriting and trading, mergers & acquisitions advice, research, private equity investment & derivative, and risk management services. The company was founded in 1959 and is headquartered in New York, NY. | Corporate Officer/Principal | 31/12/2000 |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | - |
| The Bank of California, NA | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ROYAL BANK OF CANADA | Finance |
| Private companies | 4 |
|---|---|
Finacorp Securities
Finacorp Securities Investment Banks/BrokersFinance Founded in 1994 by Eduardo Prado, Finacorp Securities is a full service broker/dealer located in Irvine, California. The firm services to institutional clients in the US and in select international markets. They provide products and services in the fixed-income, interest rate, credit and equity markets. Finacorp operates as a certified minority-owned Hispanic broker/dealer. They are a member the SIPC, FINRA and MSRB. All accounts are carried by Broadcort, a division of Merrill Lynch (NYSE: MER). | Finance |
| The Bank of California, NA | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Credit Suisse (USA), Inc.
Credit Suisse (USA), Inc. Investment Banks/BrokersFinance Credit Suisse (USA), Inc. provides investment services. It offers securities underwriting and trading, mergers & acquisitions advice, research, private equity investment & derivative, and risk management services. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
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