Dan Jarrett Email and 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
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Financial ProfessionalPrudential AdvisorsWashington, Dc, Us
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Facilities ManagerCoppermine Jun 2024 - PresentBaltimore, Maryland, Us
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DirectorT. Rowe Price 2017 - 2024Baltimore, Maryland, UsTapped to build and lead Center of Excellence Team within Global Product Group to strengthen business intelligence and data governance operations. Optimize and launch key tracking and workflow tools to improve existing operational functions. Develop new product insights database as firm’s first product master in cloud-based repository.» Supported strategic and operational decisions for senior leadership, implementing innovative new business intelligence dashboards (Qlik, PowerBI).» Streamlined product inventory processes by developing and deploying new product lifecycle tracking tools.» Fostered department productivity and growth by tripling team size in 2 years with strategic oversight of $5M tech budget. -
Senior ManagerT. Rowe Price 2013 - 2017Baltimore, Maryland, UsLed team of 20 associates and contractors to successfully develop new organizational structure in USI Product & Marketing including new product positioning, analysis, and sales enablement tools. Prioritized product agendas to drive US intermediary go-to-market strategy.» Strengthened operations within intermediary space through development of new internal analytical services and messaging tools.» Grew team from 3 direct reports to 20 during tenure as Senior Manager. » Served as proxy for Head of Investment Product Group to help with budgeting, resource allocation and active committee participation with distribution partners and investments» Successfully developed 20 fund stories, 23 product profiles, and supported 1,000+ analytical requests due to exceptional financial and business acumen.» Partnered with product group to identify and recommend top 5 SMA strategies to USI.» Delivered USI’s Dividend Growth Fund (DGF) into firm’s top-selling non-target date fund in 2016 by encouraging an increase in promotional and personal selling efforts.
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Investment SpecialistT. Rowe Price 2009 - 2013Baltimore, Maryland, UsPerformed robust analysis of proprietary mutual and sub-advised 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. » Delivered a $2B+ win to short-term bond strategy in 2010 across major VA platforms by customizing new analysis across client platforms.
Dan Jarrett Education Details
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Loyola University MarylandFinance Concentration -
Goucher CollegeCommunications
Frequently Asked Questions about Dan Jarrett
What company does Dan Jarrett work for?
Dan Jarrett works for Prudential Advisors
What is Dan Jarrett's role at the current company?
Dan Jarrett's current role is Financial Professional.
What schools did Dan Jarrett attend?
Dan Jarrett attended Loyola University Maryland, Goucher College.
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