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
- 2022 -now RFP Supervisor - Fixed Income @
- 2020 -2022 RFP Team Leader @
- 2018 -2020 Senior Marketing Analyst @
- 2013 -2018 RFP Analyst II @
- 2007 -2013 Client Administrator @
- 2006 -2007 Team Leader @
- 2001 -2006 Client Service Manager @
- 2000 -2001 technical recruiter @ Summit Technical Services
Jeff McWilliams Education
- New England College of Business and Finance
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
- Equities
- Financial Modeling
- Bloomberg Terminal
- Investments
- Bloomberg
- Fixed Income
- Fund Accounting
- Financial Services
- Mutual Funds
- Securities
- Hedge Funds
- Investment Management
- Series 7
- Asset Managment
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 and Finance. With a robust skill set that includes Equities, Financial Modeling, Bloomberg Terminal, Investments, Bloomberg and more. Jeff McWilliams has 3 emails on RocketReach.
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