2023 -
2025 Director - Oversight and Portfolio Operations @
2021 -
2023 Director - EMEA and APAC @
2019 -
2021 Associate Director @
2016 -
2019 Manager @
2015 -
2016 Assistant Manager @
2011 -
2015 Investment Associate @
2008 -
2011 Stockbroker @
Jared Thomas Education
Harvard Business School Executive Education
(Developing Yourself As A Leader)
2023
-
2023
Loyola University Maryland Sellinger School of Business and Management
MSF (Finance)
2011
-
2014
Robert Morris University
BSBA (Finance)
2005
-
2007
Jared Thomas Skills
Series 7
Series 24
FINRA
Investments
Series 66
NICE Perform
Pinnacle Enterprise Workflow
Oracle Customer Relationship Management
SharePoint
Microsoft Excel
Bloomberg Certified
Bloomberg
Uniform Combined State Law
Mutual Funds
Trading
Alternative Investments
Customer Education
PowerPoint
Resolve
Workflow
Exhibiting
High Standards
Coordination
Multi Tasking
Seminars
Sales
NICE
Market Planning
Interfaces
Accountability
Portfolio Management
IRAs
Spreadsheets
Finance
Customer Needs
Baltimore
Reports
Financial Services
Margin Improvement
Oracle
Supervision
Operations
Outlook
Licensing
Business Administration
Sales Leads
Microsoft Office
Microsoft Word
Bloomberg Terminal
Financial Goals
Complaints
Customer Service
Enterprise Software
Financial Analysis
Surveying
Customer Acquisition
Management
Insurance Planning
ETFs
Science
Meetings
Pinnacle
CRM
Computer Proficiency
Hedge Funds
Responsibility
Jared Thomas Summary
Jared Thomas, based in United States, is currently a Director at ImpactAssets. Jared Thomas brings experience from previous roles at Cambridge Associates. Jared Thomas holds a 2023 - 2023 Harvard Business School Executive Education. With a robust skill set that includes Series 7, Series 24, FINRA, Investments, Series 66 and more. Jared Thomas has 1 emails and 1 mobile phone numbers on RocketReach.
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