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@jefinancialservices.com
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Jacqueline Williams is listed as Seasoned Investment Professional at J.E. Financial Services, based in Baltimore, Maryland, United States. AeroLeads shows a work email signal at jefinancialservices.com and a matched LinkedIn profile for Jacqueline Williams.
Jacqueline Williams previously worked as Financial Strategist at J.E. Financial Services and Senior Portfolio Administrator at Lasalle Investment Management. Jacqueline Williams holds Ba, Economics And Accounting from University Of Maryland Baltimore County.
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Accountant with corporate and small businesses experience seeking an opportunity to utilize and enhance skills and proficiencies while providing timely and efficient support in business management.Also a seasoned veteran of the investment and accounting industry with over 20 years experience in the administration management of portfolios with assets ranging between $10 and $100 million dollars.Specialties: Accounting, compliance, investment operations, Audit work, bookkeeping, portfolio administration, regulatory reporting & reviews, training & development, financial statement preparation
Listed skills include Banking.
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Jacqueline Williams is Chief Financial Strategist of JE Financial Services . JEFS provides Quick Books training & support, bookkeeping , payroll and tax services and business consulting.
Daily management of portfolio administration, performance calculations, month end reconciliations, financial reporting.
Administer the daily accounting for mutual fund, trust, and institutional client accounts. Monthly reconciliations, audit preparation and review, administer Board of Director meetings, and much more.
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Jacqueline Williams works for J.E. Financial Services.
Jacqueline Williams is listed as Seasoned Investment Professional at J.E. Financial Services.
AeroLeads has found 1 work email signal at @jefinancialservices.com for Jacqueline Williams at J.E. Financial Services.
Jacqueline Williams is based in Baltimore, Maryland, United States while working with J.E. Financial Services.
Jacqueline Williams has worked for J.E. Financial Services, Lasalle Investment Management, Lasalle, Chapman Capital Management, and Alex Brown & Sons.
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Jacqueline Williams holds Ba, Economics And Accounting from University Of Maryland Baltimore County.
Jacqueline Williams is listed with skills including Banking.
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