Jared Marcus Email & Phone Number
Senior Vice President, RIA and Institutional Sales @ First Trust
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Jared Marcus Location
- Chicago, IL, US
Jared Marcus Work
- 2017 -now Senior Vice President, RIA and Institutional Sales @
- 2014 -2017 Vice President - ETF and SMA Specialist @
- 2012 -2014 Internal Consultant @
- 2011 -2011 Investment Analyst @
- 2006 -2010 Investment Research Analyst @ David A. Marcus & Associates
Jared Marcus Education
- University of Colorado at Boulder - Leeds School of Business
Bachelors of Science in Business & Administration (Finance, Entrepreneurial Studies & Small Business Management)
2008-2012 - University of New Haven- Barcelona, Spain
Business & Administration (International Business)
2011-2011
Jared Marcus Skills
- Asset Allocation
- Investment Advisory
- Separately Managed Accounts
- Investment Strategies
- Strategic Financial Planning
- Investment Sales
- Investment Management
- Mutual Funds
- ETFs
- Financial Analysis
- Financial Advisory
- Management
- Microsoft Word
- PowerPoint
- Marketing
- Research
- Strategic Planning
- Leadership
- Linux
- Windows
- Programming
- Java
- XML
- JavaScript
- C++
- SQL
- Software Development
- C#
- Visual C++
Jared Marcus Summary
- Jared Marcus, based in Chicago, IL, US, is currently a Senior Vice President, RIA and Institutional Sales at First Trust. Jared Marcus brings experience from previous roles at First Trust, Strategies, LLC - Denver and David A. Marcus & Associates. Jared Marcus holds a 2008 - 2012 Bachelors of Science in Business & Administration in Finance, Entrepreneurial Studies & Small Business Management @ University of Colorado at Boulder - Leeds School of Business. With a robust skill set that includes Asset Allocation, Investment Advisory, Separately Managed Accounts, Investment Strategies, Strategic Financial Planning and more. Jared Marcus has 3 emails and 2 mobile phone numbers on RocketReach.
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Top First Trust Employees
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