Profile
Mr. Williams joined Prime Advisors in 2003 and is responsible for management and analysis of structured products including asset backed, commercial and residential mortgage backed securities.
He is also responsible for tracking the credit risk of client portfolios.
Prior to joining Prime, Mr. Williams was an asset/liability analyst and Portfolio Manager for Washington Mutual Bank, specializing in banking and fixed income investments for the bank’s $52 billion investment portfolio.
Before Washington Mutual, Mr. Williams worked for Arthur Andersen where he performed a broad array of financial analysis and database applications for clients.
Mr. Williams graduated from the University of Washington with a BS degree with emphasis in Economic Theory and Quantitative Methods.
He is also a Chartered Financial Analyst.
Former positions of Jacob Williams
| Companies | Position | End |
|---|---|---|
Puget Sound Energy, Inc.
 Puget Sound Energy, Inc. Electric UtilitiesUtilities Puget Sound Energy, Inc. engages in the providing electric services. It offers its services to the commercial, industrial and residential sectors. The firm owns and operates hydroelectric plants and wind farms through, which energy is generated and distributed to its customers. The company was founded in 1873 and is headquartered in Bellevue, WA. | Corporate Officer/Principal | 2011-04-29 |
| Countrywide Securities Corp. | Corporate Officer/Principal | 2007-11-29 |
Prime Advisors, Inc.
 Prime Advisors, Inc. Investment ManagersFinance Founded in 1988 by Duane Castles, Prime Advisors, Inc. is a registered investment advisor located in Redmond, Washington. The firm is a subsidiary of Sun Life Financial (US) Investments LLC and their ultimate parent Sun Life Financial, Inc. (NYSE: SLF). Prime Advisors generally provides portfolio management services to insurance companies, high net-worth family offices, foundations, and trusts. | Portfolio Manager-Equities | 2006-12-31 |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Analyst-Equity | 2006-08-29 |
Washington Mutual, Inc.
 Washington Mutual, Inc. Savings BanksFinance Washington Mutual, Inc. provides financial services to consumers and mid sized businesses in the United States. The company primarily operates through three segments: retail banking & financial services, mortgage banking and commercial banking. The retail banking and financial services segment provides investment advisory and brokerage services, sales of annuities, mutual fund management and other financial services. This segment also purchases and re-underwrites loans to subprime borrowers. The mortgage banking segment offers various home loans including fixed rate home loans, adjustable rate home loans, hybrid home loans, option ARMs and government insured or guaranteed home loans. The commercial segment provides financing to developers and investors for the acquisition or construction of multifamily dwellings and other commercial properties, originates and services multifamily and other commercial real estate loans. The company was founded in August 1994 and is headquartered in Seattle, WA. | Corporate Officer/Principal | 2002-12-30 |
Training of Jacob Williams
| University of Washington | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Prime Advisors, Inc.
Prime Advisors, Inc. Investment ManagersFinance Founded in 1988 by Duane Castles, Prime Advisors, Inc. is a registered investment advisor located in Redmond, Washington. The firm is a subsidiary of Sun Life Financial (US) Investments LLC and their ultimate parent Sun Life Financial, Inc. (NYSE: SLF). Prime Advisors generally provides portfolio management services to insurance companies, high net-worth family offices, foundations, and trusts. | Finance |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Washington Mutual, Inc.
Washington Mutual, Inc. Savings BanksFinance Washington Mutual, Inc. provides financial services to consumers and mid sized businesses in the United States. The company primarily operates through three segments: retail banking & financial services, mortgage banking and commercial banking. The retail banking and financial services segment provides investment advisory and brokerage services, sales of annuities, mutual fund management and other financial services. This segment also purchases and re-underwrites loans to subprime borrowers. The mortgage banking segment offers various home loans including fixed rate home loans, adjustable rate home loans, hybrid home loans, option ARMs and government insured or guaranteed home loans. The commercial segment provides financing to developers and investors for the acquisition or construction of multifamily dwellings and other commercial properties, originates and services multifamily and other commercial real estate loans. The company was founded in August 1994 and is headquartered in Seattle, WA. | Finance |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Finance |
| Countrywide Securities Corp. | Finance |
Puget Sound Energy, Inc.
Puget Sound Energy, Inc. Electric UtilitiesUtilities Puget Sound Energy, Inc. engages in the providing electric services. It offers its services to the commercial, industrial and residential sectors. The firm owns and operates hydroelectric plants and wind farms through, which energy is generated and distributed to its customers. The company was founded in 1873 and is headquartered in Bellevue, WA. | Utilities |
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