Jared Oren Location
- California, United States
Jared Oren Work
- 2026 -now Principal Financial Advisor @
- 2020 -2026 Director Of Financial Planning @
- 2018 -2020 Financial Planning Manager @
- 2017 -2018 Vice President of Client Services, Investment Advisor Representative @
- 2010 -2017 Financial Advisor @
- 2006 -2009 Product Engineer @
- 2005 -2006 Transmission and Distribution Engineer @
Jared Oren Education
- University of California, Irvine - The Paul Merage School of Business
MBA (Vice President of Finance - Merage Student Association Teaching Assistant - Executive )
2009-2011 - University of Wisconsin-Madison
Bachelor of Science (Electrical Engineering)
2001-2006
Jared Oren Skills
- Portfolio Management
- Personal Financial Planning
- Investments
- Retirement Planning
- Sales Management
Jared Oren Summary
- Jared Oren, based in California, United States, is currently a Principal Financial Advisor at CAPTRUST. Jared Oren brings experience from previous roles at Alpha Cubed Investments, LLC and Morgan Stanley. Jared Oren holds a 2009 - 2011 MBA in Vice President of Finance - Merage Student Association Teaching Assistant - Executive @ University of California, Irvine - The Paul Merage School of Business. With a robust skill set that includes Portfolio Management, Personal Financial Planning, Investments, Retirement Planning, Sales Management and more. Jared Oren has 1 emails and 2 mobile phone numbers on RocketReach.
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Top CAPTRUST Employees
Scott Matheson
Managing Director, Head of Client Solutions
Durham, NC, US
Ann Leddy
Chief Compliance Officer
New York, NY, US
Robert Miller
Chief Financial Officer
Raleigh, NC, US
Rick Shoff
Managing Director, Advisor Support Group
Doylestown, PA, US
Patrick Flint
Senior Vice President, Financial Advisor
Raleigh, NC, US
Megan Loftin
Vice President | Financial Advisor
Raleigh, NC, US
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