Jason Romph Email & Phone Number
Senior Portfolio Manager @ Lee Financial
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Jason Romph Location
- Dallas, TX, US
Jason Romph Work
- 2022 -now Senior Portfolio Manager @
- 2019 -2022 Portfolio Manager @
- 2011 -2022 Trader and Associate Analyst @
- 2010 -2011 Municipal Bond Trading @
- 2007 -2009 Financial Consultant @ RBC Wealth Management
Jason Romph Education
- Naveen Jindal School of Management, UT Dallas
BS (Financial Management Association)
2005-2007
Jason Romph Skills
- Portfolio Management
- Microsoft Office
- Financial Modeling
- Evestment/Pertrac
- Bloomberg Terminal
- High Net Worth Individuals
- Investments
- Risk Management
- Bloomberg
- Trading
- Asset Management
- Microsoft Excel
- Morningstar Direct
- Finance
- Institutional Portfolio Management
- Investement Presentation
- Financial Analysis
- Morningstar
- Valuation
- Tamarac Advisor Rebalancing
Jason Romph Summary
- Jason Romph, based in Dallas, TX, US, is currently a Senior Portfolio Manager at Lee Financial. Jason Romph brings experience from previous roles at Lee Financial, RBC Capital Markets and RBC Wealth Management. Jason Romph holds a 2005 - 2007 BS in Financial Management Association @ Naveen Jindal School of Management, UT Dallas. With a robust skill set that includes Portfolio Management, Microsoft Office, Financial Modeling, Evestment/Pertrac, Bloomberg Terminal and more. Jason Romph has 2 emails and 1 mobile phone numbers on RocketReach.
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