Terry Mcwilliams
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Terry Mcwilliams Email & Phone Number

Senior Portfolio Analyst - Private Markets at Russell Investments at Russell Investments
Location: Redmond, Washington, United States 7 work roles 3 schools
1 work email found @russellinvestments.com 2 phones found area 206 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email t****@russellinvestments.com
Direct phone (206) ***-****
LinkedIn Profile matched
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Current company
Role
Senior Portfolio Analyst - Private Markets at Russell Investments
Location
Redmond, Washington, United States
Company size

Who is Terry Mcwilliams? Overview

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Quick answer

Terry Mcwilliams is listed as Senior Portfolio Analyst - Private Markets at Russell Investments at Russell Investments, a company with 1674 employees, based in Redmond, Washington, United States. AeroLeads shows a work email signal at russellinvestments.com, phone signal with area code 206, and a matched LinkedIn profile for Terry Mcwilliams.

Terry Mcwilliams previously worked as Senior Portfolio Analyst - Private Markets at Russell Investments and Portfolio Analyst at Russell Investments. Terry Mcwilliams holds Bachelors In Business Administration, Finance And Management, 3.82 from University Of Washington.

Company email context

Email format at Russell Investments

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{first_initial}{last}@russellinvestments.com
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AeroLeads found 1 current-domain work email signal for Terry Mcwilliams. Compare company email patterns before reaching out.

Profile bio

About Terry Mcwilliams

Graduated Cum Laude from the University of Washington with a Bachelors in Business Administration with a concentration in Finance and Management. I am a member of the Beta Gamma Sigma National Business Honors Society. Specialties: Equity Valuation, Financial Analysis, Economics, Management Theory, Corporate Finance, Excel

Listed skills include Financial Analysis, Analysis, Finance, Portfolio Management, and 17 others.

Current workplace

Terry Mcwilliams's current company

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Russell Investments
Russell Investments
Senior Portfolio Analyst - Private Markets at Russell Investments
seattle, washington, united states
Employees
1674
AeroLeads page
7 roles

Terry Mcwilliams work experience

A career timeline built from the work history available for this profile.

Senior Portfolio Analyst - Private Markets

Current

Seattle, Washington, United States

Oct 2020 - Present

Team Lead - Tax Managed Core Product

Parametric

As team lead for the Tax Managed Core product at Parametric I oversaw a team of portfolio accounts responsible for the reconciliation of 7,000+ Institutional and separate accounts. In addition to reconciling the client portfolios my team and I were responsible for a variety of internal audits and ad hoc reporting for various departments. I served as the.

May 2013 - Apr 2014

Operations Associate

Parametric Portfolio

When I started with Parametric I was initially responsible for reconciling 2000+ Domestic client portfolios, several mutual funds, and performing various internal audits. I then moved to processing client directed activities (e.g. cash & security movements) for Domestic accounts. During that time I was also a member of the Domestic trade settlements team.

Feb 2011 - May 2013

Intern

Assisting with contacting local organizations to create professional relationships and performing general office tasks.

Jun 2010 - Sep 2010

Writing Lab Assistant

Responsbile for reading and giving feedback for business students on papers required for core classes

Jan 2009 - Jun 2010

General Manager

Celtic Bayou

Ran all operational aspects of the restaurant including: Budgeting, working with purveyors, managing employees, customer relations

Aug 2000 - Mar 2006
Team & coworkers

Colleagues at Russell Investments

Other employees you can reach at russellinvestments.com. View company contacts for 1674 employees →

3 education records

Terry Mcwilliams education

Bachelors In Business Administration, Finance And Management, 3.82

Activities and Societies: Assistant for the University Writing Lab Beta Gamma Sigma Honors SocietyAwarded the Certificate of High.

Assoc. In Business, General

Cascadia Community College

Selected as one of three students in the accounting program to participate in the UW Business School Consulting Project for Hillcrest.

Education record

Woodinville High School
FAQ

Frequently asked questions about Terry Mcwilliams

Quick answers generated from the profile data available on this page.

What company does Terry Mcwilliams work for?

Terry Mcwilliams works for Russell Investments.

What is Terry Mcwilliams's role at Russell Investments?

Terry Mcwilliams is listed as Senior Portfolio Analyst - Private Markets at Russell Investments at Russell Investments.

What is Terry Mcwilliams's email address?

AeroLeads has found 1 work email signal at @russellinvestments.com for Terry Mcwilliams at Russell Investments.

What is Terry Mcwilliams's phone number?

AeroLeads has found 2 phone signal(s) with area code 206 for Terry Mcwilliams at Russell Investments.

Where is Terry Mcwilliams based?

Terry Mcwilliams is based in Redmond, Washington, United States while working with Russell Investments.

What companies has Terry Mcwilliams worked for?

Terry Mcwilliams has worked for Russell Investments, Parametric, Parametric Portfolio, Asset Management Strategies, Inc., and University Of Washington.

Who are Terry Mcwilliams's colleagues at Russell Investments?

Terry Mcwilliams's colleagues at Russell Investments include John Bourgeois, Anna Battista, Cyndy Christofferson, David Bovespa, and Paul Easterbrook, Acma.

How can I contact Terry Mcwilliams?

You can use AeroLeads to view verified contact signals for Terry Mcwilliams at Russell Investments, including work email, phone, and LinkedIn data when available.

What schools did Terry Mcwilliams attend?

Terry Mcwilliams holds Bachelors In Business Administration, Finance And Management, 3.82 from University Of Washington.

What skills is Terry Mcwilliams known for?

Terry Mcwilliams is listed with skills including Financial Analysis, Analysis, Finance, Portfolio Management, Microsoft Excel, Management, Bloomberg, and Corporate Finance.

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