Dan Jarrett Email & Phone Number

A trusted advisor skilled in portfolio management, consultative sales, and client-focused strategies. Core Competencies: Client Relationship Management: Expertise in building and maintaining trust-based relationships with clients, financial advisors, and key stakeholders.Investment Strategies: Deep knowledge of asset allocation, mutual funds, separate accounts, and retirement solutions.Portfolio Management: Skilled in analyzing and presenting investment strategies to meet diverse client needs.Consultative Sales: Strong record of delivering tailored investment solutions to help clients achieve financial goals.Market Insights: Proficient in leveraging data analytics to identify trends, optimize portfolios, and enhance product positioning.Collaborative Leadership: Proven ability to lead and develop high-performing teams while working across departments to achieve shared objectives.HIGHLIGHTED ACCOMPLISHMENTSIntroduced an investment product health indicator methodology and BI tool, a pivotal data-driven and quantitative input to ongoing, systematic, and routine product management.Developed product agenda methodology and tool, a proprietary hybrid quantitative / qualitative assessment, and process to help identify a short, focused list of investment strategies for sales and marketing priorities and promotions.Received a prestigious corporate award for directing “Growth of Managed Asset Allocation Products” program with firm’s top 25 intermediary clients.Acknowledged with a prestigious corporate reward for dedicated community involvement and effective utilization of the T. Rowe Price Volunteer Rewards Program.Additional Roles:Investment SpecialistPerformed robust analysis of proprietary funds to drive competitive-edge within intermediary space and client base. Tapped to serve as proxy for investment managers, developing and presenting product-centric presentations to internal staff and clients Portfolio Analyst Leveraged quantitative attribution tools and partnered with portfolio managers to analyze US Equity strategies and communicate stock positions, trades, and performance results to clients. Oversaw quarterly performance review sessions with large-cap growth portfolio managers and sector teams to deliver qualitative input for foundational tools.Sales & Relationship Manager Sold to and serviced DCIO, DC plan sponsors, participants and individual investors. Guided clients on best proprietary mutual funds based on needs for IRA, 401k, investment lineup, and focus listsEnjoy coaching youth sports, crime dramas and coffee