Jared Lund Email & Phone Number
Director, Newline Client Success @ Fifth Third Bank
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Jared Lund Location
- Cincinnati, OH, US
Jared Lund Work
- Director, Newline Client Success @ (November 2023 - Present)
- Commercial TM Product Platform Development, Enhancement and Modernization Manager @ (March 2022 - December 2023)
- Financial Planner and Chief Operations Officer @ Schaeffer Financial, LLC (December 2013 - November 2017)
- Associate Advisor @ Financial Services Advisory (January 2013 - December 2013)
- Compliance Officer and Billing Specialist @ Financial Services Advisory (April 2011 - December 2013)
- Morals and Ethics - Assisting Professor @ (March 2010 - January 2011)
- Philanthropic Service @ Church of Jesus Christ of Latter-day Saints (August 2005 - August 2007)
- Sr. Treasury Management Product Manager @ (December 2018 - March 2022)
- Business Controls; Assistant Vice President @ (November 2017 - December 2018)
- AMA Rep and Recruiting @ American Marketing Association--BYU-Idaho Chapter (January 2010 - December 2010)
- Consulting Performed @ BYU-I (January 2010 - October 2010)
- Marketing @ (April 2009 - August 2010)
- Office of the Vice President @ Financial Services (August 2007 - December 2008)
- Insurance Claim Organization @ (January 2004 - January 2004)
Jared Lund Education
- Trinity University-Washington
Master of Business Administration (M.B.A.) (MBA)
2012-2014 - College for Financial Planning
Registered Paraplanner (Financial Planning and Services)
2012-2012 - Brigham Young University - Idaho
Business (Marketing)
2008-2010
Jared Lund Skills
- Leadership
- Teaching
- Management
- Relationship Building
- Customer Relationship Management Crm
- Investments
- Risk Management
- Microsoft Excel
- Market Research
- Compliance Testing
- Customer Service
- Financial Analysis
- Customer Relationship Management
Jared Lund Summary
- Jared Lund, based in Cincinnati, OH, US, is currently a Director, Newline Client Success at Fifth Third Bank. Jared Lund brings experience from previous roles at Fifth Third Bank, Schaeffer Financial, LLC and Financial Services Advisory. Jared Lund holds a 2012 - 2014 Master of Business Administration (M.B.A.) in MBA @ Trinity University-Washington. With a robust skill set that includes Leadership, Teaching, Management, Relationship Building, Customer Relationship Management Crm and more. Jared Lund has 1 emails and 2 mobile phone numbers on RocketReach.
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