Jared Newman Email & Phone Number
Regional Director Private Banking @ United Community Bank
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Jared Newman Location
- Charlotte, NC, US
Jared Newman Work
- 2024 -now Regional Director Private Banking @
- 2022 -2024 VP Wealth Advisor @ FNB Wealth Management’s Trust and Investment Advisory Group
- 2017 -2022 Vice President Private Banking @
- 2016 -2017 Client Advisor @
- 2013 -2016 Investment Advisor @
- 2012 -2013 Vice President Financal Advisor @
- 2006 -2012 Client Advisor @
Jared Newman Skills
- Retirement Planning
- Investments
- Portfolio Management
- Wealth Management
- Financial Services
- Banking
- Asset Management
- Risk Management
- Finance
- Insurance
- Investment Review
- Wealth Transfer
- Business Development
- Microsoft Excel
- Project Management
- Portfolio Review
- Management
- Marketing
- Retirement Income Strategies
- Wealth Planning
Jared Newman Summary
- Jared Newman, based in Charlotte, NC, US, is currently a Regional Director Private Banking at United Community. Jared Newman brings experience from previous roles at FNB Wealth Management’s Trust and Investment Advisory Group, First National Bank of Pennsylvania and SunTrust. With a robust skill set that includes Retirement Planning, Investments, Portfolio Management, Wealth Management, Financial Services and more. Jared Newman has 2 emails and 2 mobile phone numbers on RocketReach.
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