Jacqueline Williams

Jacqueline Williams Email and Phone Number

Seasoned Investment Professional @
Jacqueline Williams's Location
Baltimore, Maryland, United States, United States
Jacqueline Williams's Contact Details

Jacqueline Williams work email

Jacqueline Williams personal email

n/a
About Jacqueline Williams

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

Jacqueline Williams's Current Company Details
J.E. Financial Services

J.E. Financial Services

Seasoned Investment Professional
Jacqueline Williams Work Experience Details
  • J.E. Financial Services
    Financial Strategist
    J.E. Financial Services Nov 2002 - Present
    Jacqueline Williams is Chief Financial Strategist of JE Financial Services . JEFS provides Quick Books training & support, bookkeeping , payroll and tax services and business consulting.
  • Lasalle Investment Management
    Senior Portfolio Administrator
    Lasalle Investment Management Mar 2004 - Mar 2007
    Daily management of portfolio administration, performance calculations, month end reconciliations, financial reporting.
    View
  • Lasalle
    Portfolio Administration
    Lasalle 2004 - 2007
  • Chapman Capital Management
    Portfolio Administration Manager
    Chapman Capital Management Mar 1997 - Mar 2003
    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.
  • Alex Brown & Sons
    Previously Employed As Mutual Fund Accounting Supervisor
    Alex Brown & Sons Jan 1995 - Jan 1997
  • T. Rowe Price
    Mutual Fund Accountant
    T. Rowe Price Jan 1987 - Jan 1995
    View

Jacqueline Williams Skills

Banking

Jacqueline Williams Education Details

Frequently Asked Questions about Jacqueline Williams

What company does Jacqueline Williams work for?

Jacqueline Williams works for J.e. Financial Services

What is Jacqueline Williams's role at the current company?

Jacqueline Williams's current role is Seasoned Investment Professional.

What is Jacqueline Williams's email address?

Jacqueline Williams's email address is ma****@****ces.com

What schools did Jacqueline Williams attend?

Jacqueline Williams attended University Of Maryland Baltimore County.

What are some of Jacqueline Williams's interests?

Jacqueline Williams has interest in Social Networking, Dance, Theatre, Swimming, Seminars, Movies.

What skills is Jacqueline Williams known for?

Jacqueline Williams has skills like Banking.

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