Jake Williams, CFA, currently serves as Senior Manager of Corporate Development at Centric Software, a position held since November 2023. Previously, Jake was also a Senior Manager of Corporate Development at Duck Creek Technologies from March 2021 to July 2023, where responsibilities included partnering with the Product Strategy team to evaluate acquisition opportunities and support the due diligence and deal execution process. Prior to Duck Creek, Jake worked at Wells Fargo Securities from March 2016 to March 2021 as an Associate Analyst in Information Services, conducting fundamental research and analysis, developing investment opinions, and publishing an industry report on ESG data market growth opportunities. Jake's earlier experience includes serving as an Investment Associate at Putnam Investments from July 2013 to March 2016, focusing on research and analysis for leveraged loans, high yield bonds, and equities. Jake holds a Bachelor of Science degree in Finance and Economics from Babson College, completed in 2013.
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