Jared Newman Email & Phone Number
Director, Retirement and Cash Management 529 Relationship Manager @ Fidelity Investments
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Jared Newman Location
- Cincinnati, OH, US
Jared Newman Work
- Director, Retirement and Cash Management 529 Relationship Manager @ (January 2021 - Present)
- Project Manager Manager CEP @ (May 2016 - July 2021)
- Stock Plan Services Client Manager @ (October 2003 - May 2016)
- Senior Equity Trader @ (October 2000 - October 2003)
Jared Newman Education
- Anderson High School
highschool
1987-1990 - University of Cincinnati
Spanish (Latin America)
Jared Newman Skills
- 529 Plans
- CEP
- Client Services
- College Savings Plans
- Communication
- Compensation & Benefits
- ESPPs
- Equities
- Equity Compensation
- Equity Plans
- FINRA
- Financial Services
- Global Compensation
- Grant Administration
- Handle Confidential Information
- Microsoft Excel
- Morningstar
- Mutual Funds
- NASD
- Negotiation
- Payroll Administration
- Presentations
- Problem Solving
- Program Implementation
- Regulatory Requirements
- Reporting Requirements
- Securities Regulation
- Series 7
- Series 9/10
- Stock Management
- Teamwork
- Vendor Relations
- Withholding Tax
- Program Management
- Microsoft Office
- Project Planning
- Business Analysis
- Retail
- Marketing
- Strategic Planning
Jared Newman Summary
- Jared Newman, based in Cincinnati, OH, US, is currently a Director, Retirement and Cash Management 529 Relationship Manager at Fidelity Investments. Jared Newman brings experience from previous roles at Fidelity Investments. Jared Newman holds a 1987 - 1990 highschool @ Anderson High School. With a robust skill set that includes 529 Plans, CEP, Client Services, College Savings Plans, Communication and more. Jared Newman has 2 emails and 1 mobile phone numbers on RocketReach.
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