Managing Director - Investments, Senior Financial Advisor @ (March 2012 - November 2023)
Financial Professional @ (February 1992 - March 2012)
Sales Representative @ (March 1979 - January 1992)
Jamie Waldren Education
Missouri Western State University
Bachelor's Degree
1974-1978
Jamie Waldren Skills
Investment Planning
Financial Advisory
Retirement Planning
Series 7
Mergers and Acquisitions
Microsoft Excel
Risk Management
Investments
Trust and Fiduciary Services
Financial Planning
Wealth Management
Wealth Management Services
Esops
Sales
Business Advisory Services
Retirement Plan Consulting
Training
Jamie Waldren Summary
Jamie Waldren, based in Washington, DC, US, is currently a Founder and CEO JN Private Wealth Management at JN Private Wealth Management. Jamie Waldren brings experience from previous roles at Association for Corporate Growth (ACG), Chamber Music of Maryland, Embrace the Brave and Raymond James. Jamie Waldren holds a 1974 - 1978 Bachelor's Degree @ Missouri Western State University. With a robust skill set that includes Investment Planning, Financial Advisory, Retirement Planning, Series 7, Mergers and Acquisitions and more. Jamie Waldren has 1 emails and 2 mobile phone numbers on RocketReach.
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