Terry Mcwilliams Email & Phone Number

Seattle, Washington, United States

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.

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.

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

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

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

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

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

Education record