Jared joins our team as an Investment Assistant, supporting your Wealth Management Team by assisting with client service requests, special projects, and shadowing team members. Jared performs fundamental duties like sourcing new clients, examining investment opportunities, assisting with customer relationship management and handling administrative tasks like organizing presentations and collating data during meetings. Jared is currently working towards becoming a Wealth Manager with our team and is gaining valuable experience in client service, financial planning and investment strategies under the guidance of our experienced Wealth Management Team, strategic alliances and other professionals in relatable fields of expertise. Jared has an impressive background of accomplishment and we are excited about the path he is on, certain he will be instrumental in the success of our team for years to come.
BIO Coming Soon!