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Jack Oman, Cfp® Email & Phone Number

Vice President, Senior Portfolio Manager | Financial Advisor with The Champion Group at Morgan Stanley
Location: Greater Seattle Area, United States, United States 6 work roles 2 schools
1 work email found @morganstanley.com 1 phone found area 425 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@morganstanley.com
Direct phone (425) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Morgan Stanley
Role
Vice President, Senior Portfolio Manager | Financial Advisor with The Champion Group
Location
Greater Seattle Area, United States, United States
Company size
94640 employees

Who is Jack Oman, Cfp®? Overview

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Quick answer

Jack Oman, Cfp® is listed as Vice President, Senior Portfolio Manager | Financial Advisor with The Champion Group at Morgan Stanley, a company with 94640 employees, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 425, and a matched LinkedIn profile for Jack Oman, Cfp®.

Jack Oman, Cfp® previously worked as Associate Vice President | Financial Advisor with The Champion Group at Morgan Stanley and Financial Planning Specialist | Financial Advisor at Morgan Stanley. Jack Oman, Cfp® holds Bachelor’S Degree, Accounting And Finance from Washington State University.

Company email context

Email format at Morgan Stanley

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*@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Jack Oman, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jack Oman, Cfp®

I entered the financial industry because I saw firsthand while growing up, that hard work unfortunately does not always ensure financial success. As a result, my goal as a Financial Advisor is to help provide confidence to overcome various obstacles, by implementing custom financial planning strategies to maximize your wealth potential.I believe being on a team provides an advantage that allows our group to service clients from many different backgrounds. Most of my own clients are real estate investors and highly compensated individuals in tech who are concerned about liquidity. If you'd like to learn more about our group, please visit our website- https://advisor.morganstanley.com/the-champion-group

Listed skills include Leadership, Management, Microsoft Office, Microsoft Excel, and 6 others.

Current workplace

Jack Oman, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Morgan Stanley
Morgan Stanley
Vice President, Senior Portfolio Manager | Financial Advisor with The Champion Group
Kirkland, WA, US
Website
morganstanley.com
Employees
94640
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Company profile
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6 roles

Jack Oman, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President, Senior Portfolio Manager | Financial Advisor With The Champion Group

Morgan Stanley

Kirkland, WA, US

Associate Vice President | Financial Advisor With The Champion Group

Current
Morgan Stanley

New York, NY, US

©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not.

Jan 2024 - Present

Financial Planning Specialist | Financial Advisor

Current
Morgan Stanley

New York, NY, US

As a Financial Planning Specialist, I am able to deliver a more complex level of financial planning to my clients.

Oct 2020 - Present

Financial Advisor

Current
Morgan Stanley

New York, NY, US

My team consists of 4 experienced Financial Advisors to help meet your unique needs. Our process begins with a custom Financial Plan for every client, from there we are able to customize portfolio and investment options using the resources of one of the world's leading investment firms behind us. Our clients come from a wide array of backgrounds but we.

Jul 2018 - Present

Financial Representative

Northwestern Mutual

Milwaukee, WI, US

Assisting with personal and corporate financial planning

Apr 2017 - May 2018

Assistant Superintendent

Robinett Homes Llc

Construction site representative, managed materials and coordinated subcontractor work.

Apr 2016 - Aug 2016
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →

DH Dóra Hoffer Dóra Hoffer Colleague at Morgan Stanley Hungary, Hungary View → DS David Stahl, Mba David Stahl, Mba Colleague at Morgan Stanley Oakton, Virginia, United States, United States View → MK Moritz Kolarik Moritz Kolarik Colleague at Morgan Stanley London Area, United Kingdom, United Kingdom View → ST Sue Teng Sue Teng Colleague at Morgan Stanley San Mateo, California, United States, United States View → HH Howard Hwa Howard Hwa Colleague at Morgan Stanley Seattle, Washington, United States, United States View → PL Patricia Lewis Patricia Lewis Colleague at Morgan Stanley Baltimore City County, Maryland, United States, United States View → YL Yunchen Lee Yunchen Lee Colleague at Morgan Stanley San Jose, California, United States, United States View → ST Shivam Trehan Shivam Trehan Colleague at Morgan Stanley Mumbai, Maharashtra, India, India View → SK Stephanie Koltas Stephanie Koltas Colleague at Morgan Stanley Marlboro, New Jersey, United States, United States View → TC Tom Carlucci Tom Carlucci Colleague at Morgan Stanley Toms River, New Jersey, United States, United States View →
2 education records

Jack Oman, Cfp® education

Bachelor’S Degree, Accounting And Finance

Washington State University

High School, General Studies

O'Dea High School
FAQ

Frequently asked questions about Jack Oman, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jack Oman, Cfp® work for?

Jack Oman, Cfp® works for Morgan Stanley.

What is Jack Oman, Cfp®'s role at Morgan Stanley?

Jack Oman, Cfp® is listed as Vice President, Senior Portfolio Manager | Financial Advisor with The Champion Group at Morgan Stanley.

What is Jack Oman, Cfp®'s email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Jack Oman, Cfp® at Morgan Stanley.

What is Jack Oman, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 425 for Jack Oman, Cfp® at Morgan Stanley.

Where is Jack Oman, Cfp® based?

Jack Oman, Cfp® is based in Greater Seattle Area, United States, United States while working with Morgan Stanley.

What companies has Jack Oman, Cfp® worked for?

Jack Oman, Cfp® has worked for Morgan Stanley, Northwestern Mutual, and Robinett Homes Llc.

Who are Jack Oman, Cfp®'s colleagues at Morgan Stanley?

Jack Oman, Cfp®'s colleagues at Morgan Stanley include Dóra Hoffer, David Stahl, Mba, Moritz Kolarik, Sue Teng, and Howard Hwa.

How can I contact Jack Oman, Cfp®?

You can use AeroLeads to view verified contact signals for Jack Oman, Cfp® at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Jack Oman, Cfp® attend?

Jack Oman, Cfp® holds Bachelor’S Degree, Accounting And Finance from Washington State University.

What skills is Jack Oman, Cfp® known for?

Jack Oman, Cfp® is listed with skills including Leadership, Management, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Powerpoint, and Project Management.

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