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Jacqueline Williams

Portfolio Accounting Manager at WMS Partners
Intro Book
Seasoned finance professional with expertise in investments, financial analysis, accounting, and portfolio management.
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Location
Baltimore, Maryland, United States, US
Skills
  • Investments
  • Mutual Funds
  • Financial Analysis
  • Accounting
  • Investment Portfolio
  • Show all
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Bio

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Jacqueline Williams is a seasoned finance professional with 26 years of experience in investments, financial analysis, accounting, and portfolio management. She has held senior roles at WMS Partners, J.E. Financial Services, LaSalle Investment Management, and Chapman Capital Management. With a Bachelor of Arts degree in Economics with a concentration in Accounting from the University of Maryland Baltimore County, Jacqueline has developed a strong foundation in financial analysis and portfolio management. She has expertise in investments, mutual funds, and accounting, and has provided portfolio accounting services to various clients. Jacqueline is currently the Portfolio Accounting Manager at WMS Partners, where she has been working for the past 2 years and 5 months.

Experience

  • WMS Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Accounting Manager
      • Jan 2022 - Present

    • Senior Portfolio Accountant
      • Jun 2010 - Dec 2021

  • J.E. Financial Services, LLC
    • Baltimore, Maryland
    • Owner/Operator
      • Feb 2007 - Jun 2010
      • Baltimore, Maryland

      Small business accounting and consulting

  • LaSalle Investment Management
    • Baltimore
    • Sr. Portfolio Administrator
      • Feb 2003 - Feb 2007
      • Baltimore

  • Chapman Capital Managrment
    • Baltimore, Maryland
    • Mutual Fund Administration Manager
      • Feb 1997 - Feb 2003
      • Baltimore, Maryland

      Mutual Fund accounting and administration

Education

  • 1981 - 1986
    University of Maryland Baltimore County
    Bachelor of Arts (B.A.), Economics w/concentration in Accounting

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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