Jeff McWilliams Email & Phone Number
RFP Supervisor - Fixed Income @ Loomis, Sayles & Company
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Jeff McWilliams Location
- Boston, MA, US
Jeff McWilliams Work
- RFP Supervisor - Fixed Income @ (February 2022 - Present)
- RFP Team Leader @ (November 2020 - February 2022)
- Senior Marketing Analyst @ (August 2018 - November 2020)
- RFP Analyst II @ (September 2013 - August 2018)
- Client Administrator @ (November 2007 - September 2013)
- Team Leader @ (January 2006 - January 2007)
- Client Service Manager @ (January 2001 - January 2006)
- technical recruiter @ Summit Technical Services (January 2000 - January 2001)
Jeff McWilliams Education
- New England College of Business
Master's degree (Finance, General)
2011-2013 - University of Rhode Island
Bachelor of Science (B.S.) (Management Information Systems)
1996-2000 - Duxbury High
- Radford University
Jeff McWilliams Skills
- Asset Managment
- Bloomberg
- Bloomberg Terminal
- Equities
- Financial Modeling
- Financial Services
- Fixed Income
- Fund Accounting
- Hedge Funds
- Investment Management
- Investments
- Mutual Funds
- Securities
- Series 7
Jeff McWilliams Summary
- Jeff McWilliams, based in Boston, MA, US, is currently a RFP Supervisor - Fixed Income at Loomis, Sayles & Company. Jeff McWilliams brings experience from previous roles at Loomis, Sayles & Company and MFS Investment Management. Jeff McWilliams holds a 2011 - 2013 Master's degree in Finance, General @ New England College of Business. With a robust skill set that includes Asset Managment, Bloomberg, Bloomberg Terminal, Equities, Financial Modeling and more. Jeff McWilliams has 2 emails on RocketReach.
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