Jamie Zelem Email & Phone Number
Associate Director, Senior Product Manager @ O'Shaughnessy Asset Management, LLC (OSAM)
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Jamie Zelem Location
- Stamford, CT, US
Jamie Zelem Work
- Associate Director, Senior Product Manager @ (October 2023 - Present)
- Senior Product Manager - SMA @ (January 2018 - October 2023)
- Business Development Associate @ (July 2014 - December 2017)
- Internal Wholesaler @ (April 2012 - July 2014)
- Vice President @ Fieldpoint Private Bank & Trust (December 2010 - June 2011)
- Institutional Consulting Analyst @ (September 2006 - November 2010)
Jamie Zelem Education
- Money Management Institute (MMI)
Leadership Pathway (Organizational Leadership)
2018-2020 - Siena College
B.S. (Finance)
2002-2006 - John Jay High School
High School Diploma
1998-2002
Jamie Zelem Skills
- Sales
- Analytics
- Series 7
- Mutual Funds
- Separately Managed Accounts
- Closed End Funds
- Investments
- Microsoft Office
- Bloomberg Terminal
- Research
- Customer Service
- Client Relationship Building
- Portfolio Management
- Financial Planning
- Customer Relations
- Risk Management
Jamie Zelem Summary
- Jamie Zelem, based in Stamford, CT, US, is currently a Associate Director, Senior Product Manager at O'Shaughnessy Asset Management. Jamie Zelem brings experience from previous roles at Franklin Templeton, Legg Mason (Acquired by Franklin Templeton), Legg Mason and Fieldpoint Private Bank & Trust. Jamie Zelem holds a 2018 - 2020 Leadership Pathway in Organizational Leadership @ Money Management Institute (MMI). With a robust skill set that includes Sales, Analytics, Series 7, Mutual Funds, Separately Managed Accounts and more. Jamie Zelem has 2 emails and 1 mobile phone numbers on RocketReach.
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Top O'Shaughnessy Asset Management, LLC (OSAM) Employees
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Jamie Zelem
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Pat McStay
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Paul Ackerley
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Christian Boinske
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Ron Schuler
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Matthew Hesselson
Vice President, Senior Designer
New York, NY, US
Amy Bergman
Managing Director, Director of Finance
New York, NY, US
Erin Foley
Director of Trading
Stamford, CT, US
Claudine Spence
Principal - Director of Client Services
New York, NY, US
Thomas Farrell
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Nicholas Bhaskar
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Abbey Duncan
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Sara Borden
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Jack Hodgson
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Bill Reynolds
Managing Director - Senior Software Developer
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