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
- Regional Director Private Banking @ (May 2024 - Present)
- VP Wealth Advisor @ FNB Wealth Management’s Trust and Investment Advisory Group (March 2022 - May 2024)
- Vice President Private Banking @ (October 2017 - March 2022)
- Client Advisor @ (April 2016 - October 2017)
- Investment Advisor @ (November 2013 - April 2016)
- Vice President Financal Advisor @ (October 2012 - November 2013)
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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