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Jared Thomas Location
United States
Jared Thomas Work
Director @ (March 2025 - Present)
Director - Oversight and Portfolio Operations @ (March 2023 - March 2025)
Director - EMEA and APAC @ (December 2021 - March 2023)
Associate Director @ (July 2019 - December 2021)
Manager @ (July 2016 - June 2019)
Assistant Manager @ (March 2015 - July 2016)
Investment Associate @ (July 2011 - March 2015)
Stockbroker @ (April 2008 - June 2011)
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
Ad Hoc Reporting
Alternative Investments
Analytical Skills
Asset Management
Attention to Detail
Bloomberg
Bloomberg Certified
Budgeting
Business Acumen
Business Planning
Business Process Improvement
Business Strategy
Business Transformation
Capital Markets
Change Management
Communication
Compensation
Equities
FINRA
Finance
Financial Analysis
Financial Performance
Financial Services
Financial Statements
Hedge Funds
Incident Reporting
Investments
Key Metrics
Key Performance Indicators
Leadership
Management
Market Knowledge
Microsoft Excel
Microsoft Power BI
Microsoft PowerPoint
Mutual Funds
NICE Perform
Operational Activities
Operational Strategy
Operations Management
Oracle Customer Relationship Management
Outsourcing
Performance Metrics
Pinnacle Enterprise Workflow
Portfolio Management
Problem Solving
Project Management
Request for Proposal (RFP)
Securities
Series 24
Series 66
Series 7
Service-Level Agreements (SLA)
Settlement
SharePoint
Skilled Multi-tasker
Strategic Leadership
Strategy
Team Management
Technology Implementation
Trade Support
Trading
Uniform Combined State Law
Wealth Management Services
Customer Education
PowerPoint
Resolve
Workflow
Exhibiting
High Standards
Coordination
Multi Tasking
Seminars
Sales
NICE
Market Planning
Interfaces
Accountability
IRAs
Spreadsheets
Customer Needs
Baltimore
Reports
Margin Improvement
Oracle
Supervision
Operations
Outlook
Licensing
Business Administration
Sales Leads
Microsoft Office
Microsoft Word
Bloomberg Terminal
Financial Goals
Complaints
Customer Service
Enterprise Software
Surveying
Customer Acquisition
Insurance Planning
ETFs
Science
Meetings
Pinnacle
CRM
Computer Proficiency
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 Developing Yourself As A Leader @ Harvard Business School Executive Education. With a robust skill set that includes Ad Hoc Reporting, Alternative Investments, Analytical Skills, Asset Management, Attention to Detail and more. Jared Thomas has 1 emails and 1 mobile phone numbers on RocketReach.
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