Jared Lee Email & Phone Number
Vice President - Portfolio Consultant @ Sheaff Brock Investment Advisors
Jared Lee Location
Indianapolis, IN, US
Jared Lee Work
- 2017 - now Vice President - Portfolio Consultant @ Sheaff Brock Investment Advisors
- 2015 - 2017 Team Manager @ Charles Schwab
- 2008 - 2015 Financial Services Professional @ Charles Schwab
Jared Lee Education
- Midland College
Jared Lee Skills
- Key Performance Indicators
- Facilitation
- Strategic Thinking
- Cash Flow
- Finance
- Securities
- 401(k) Rollovers
- Asset Allocation
- ETFs
- Investments
Jared Lee Summary
Jared Lee, based in Indianapolis, IN, US, is currently a Vice President - Portfolio Consultant at Sheaff Brock Investment Advisors. Jared Lee brings experience from previous roles at Charles Schwab. Jared Lee holds a Midland College. With a robust skill set that includes Key Performance Indicators, Facilitation, Strategic Thinking, Cash Flow, Finance and more. Jared Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Sheaff Brock Investment Advisors Employees
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21
-
Jared Lee
Vice President - Portfolio Consultant at Sheaff Brock Investment Advisors
Indianapolis, IN, US22 -
Sheldon Hirst
Controller at Sheaff Brock Investment Advisors
Indianapolis, IN, US22 -
Chris Crisci
Vice President Client Solutions at Sheaff Brock Investment Advisors
Indianapolis, IN, US41 -
23
-
Walter Taggart
Trading and Portfolio Allocation at Sheaff Brock Investment Advisors
Indianapolis, IN, US24 -
Nicole Green
Vice President- Client Solutions at Sheaff Brock Investment Advisors
Indianapolis, IN, US11 -
1
-
Libby Neidlinger
New Accounts Specialist at Sheaff Brock Investment Advisors
Indianapolis, IN, US21 -
Walter Taggart
Portfolio Manager at Sheaff Brock Investment Advisors
Indianapolis, IN, US1 -
Elon Scott
Marketing Intern at Sheaff Brock Investment Advisors
Fishers, IN, US21 -
1
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