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@plumstreetadvisors.com
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4 phones found area 312, 415, and 304
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LinkedIn matched
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Jamie Osborn is listed as Co-Founder at Plum Street Advisors, LLC, a with 4 employees, based in Greater New Orleans Region, United States. AeroLeads shows a work email signal at plumstreetadvisors.com, phone signal with area code 312, 415, 304, and a matched LinkedIn profile for Jamie Osborn.
Jamie Osborn previously worked as 7th Grade English Teacher at New Orleans College Prep and Portfolio Manager at Bingham, Osborn & Scarborough. Jamie Osborn holds B.A., Sociology from Amherst College.
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AeroLeads found 1 current-domain work email signal for Jamie Osborn. Compare company email patterns before reaching out.
The Co-Founder of Plum Street Advisors, LLC, a financial services firm that merges the kindred professions of financial planning and investment management into a single professional services firm.We founded the firm with a simple idea: we sit on your side of the table. This perspective means we emphasize low cost and unbiased, customized advice and investments.
Listed skills include Nonprofit Organizations, Project Management, Alternative Investments, Portfolio Management, and 16 others.
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- Founded Plum Street Advisors, LLC with David Dirks where we merge the kindred professions of financial planning and investment management into a single professional services firm. - We founded the firm with a simple idea: we sit on your side of the table. This perspective means we emphasize low cost unbiased, customized advice and investments.
New Orleans, La
Taught 7th grade English at Cohen College Prep
Financial & investment advisor responsible for all aspects of client relationship for 85 clients with $200MM+ in assets Managed all aspects of individual client financial, including: portfolio management, retirement planning, tax planning, insurance planning and estate planning Responsible for generating 10M-20M+ in new assets per year
Managed all corporate and individual relationships for a $10MM annual fundraising budget Developed the Planned Giving program for a Science Museum with an annual budget of 8MM+
Developed financial analysis tools for client servicing.
Worked to establish a satellite technical job training program for low income youth in Concepcion, Chile.
Quick answers generated from the profile data available on this page.
Jamie Osborn works for Plum Street Advisors, LLC.
Jamie Osborn is listed as Co-Founder at Plum Street Advisors, LLC.
AeroLeads has found 1 work email signal at @plumstreetadvisors.com for Jamie Osborn at Plum Street Advisors, LLC.
AeroLeads has found 4 phone signal(s) with area code 312, 415, 304 for Jamie Osborn at Plum Street Advisors, LLC.
Jamie Osborn is based in Greater New Orleans Region, United States while working with Plum Street Advisors, LLC.
Jamie Osborn has worked for Plum Street Advisors, Llc, New Orleans College Prep, Bingham, Osborn & Scarborough, Chabot Space & Science Center, and Northern California Community Loan Fund.
Jamie Osborn's colleagues at Plum Street Advisors, LLC include Michelle Lawrence and Alisa Attardi Skatrud, Cfa, Cfp.
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Jamie Osborn holds B.A., Sociology from Amherst College.
Jamie Osborn is listed with skills including Nonprofit Organizations, Project Management, Alternative Investments, Portfolio Management, Finance, Business Strategy, Public Speaking, and Strategic Planning.
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