Jared Mannar
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Jared Mannar Email & Phone Number

Account Services Specialist at First Affirmative Financial Network
Location: Colorado Springs, Colorado, United States 5 work roles 1 school
1 work email found @firstaffirmative.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@firstaffirmative.com
LinkedIn Profile matched
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Role
Account Services Specialist
Location
Colorado Springs, Colorado, United States
Company size

Who is Jared Mannar? Overview

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Quick answer

Jared Mannar is listed as Account Services Specialist at First Affirmative Financial Network, a company with 49 employees, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at firstaffirmative.com and a matched LinkedIn profile for Jared Mannar.

Jared Mannar previously worked as Participant Transactions Intern at T. Rowe Price and Client Services Intern at Folio Investing. Jared Mannar holds Bachelor'S Degree, Banking, Corporate, Finance, And Securities Law, Graduate from University Of Colorado Colorado Springs.

Company email context

Email format at First Affirmative Financial Network

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{first}{last}@firstaffirmative.com
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AeroLeads found 1 current-domain work email signal for Jared Mannar. Compare company email patterns before reaching out.

Profile bio

About Jared Mannar

Experienced Account Services Specialist with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Sales, Management, Teamwork, and Leadership. Strong business development professional with a Bachelor's degree focused in Banking and Corporate Finance from University of Colorado Colorado Springs.

Listed skills include Customer Service, Public Speaking, Microsoft Office, Microsoft Powerpoint, and 15 others.

Current workplace

Jared Mannar's current company

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

First Affirmative Financial Network
First Affirmative Financial Network
Account Services Specialist
colorado springs, colorado, united states
Employees
49
AeroLeads page
5 roles

Jared Mannar work experience

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

Account Services Specialist

Current

Colorado Springs, Colorado Area

  • Responsible for opening Investment accounts within Charles Schwab and Folio Financial
  • Enrolling clients and products in the online investing systems for each firm
  • In charge of handling/verifying wire transfer requests, responding to client/advisor based inquiries, and providing a variety of administrative services
  • Monitoring funds within accounts, and alerting Trading when funds needed to be raised/replenished
Dec 2017 - Present

Participant Transactions Intern

Colorado Springs, Colorado Area

  • Overlook paperwork sent into TRP concerning that of Beneficiaries, Roth and Pre-Tax Enrollments, and 401K distributions
  • Regularly updated information concerning the areas mentioned up above
  • Receiving, sorting and processing client requests regarding their 401k's. Completing high volumes of work with accuracy and attention to detail. Submitting client requests, allocating funds, updating client information.
Oct 2017 - Dec 2017

Client Services Intern

Colorado Springs, Colorado Area

  • Transferred/Implemented clients and their accounts with a previous investing platform over to our platform
  • Learned to be proficient in Sales force to provide the best service for clients
  • Chosen amongst other interns to handle excel projects that required clearance. These projects consisted of locating low value cash accounts and selling them. Handling mutual funds and determining the amount and.
  • Chosen amongst other interns to handle excel projects that required clearance. These projects consisted of locating low value cash accounts and selling them. Handling mutual funds and determining the amount and.
May 2017 - Oct 2017

Primary Coach

Monitoring the setup of the fields each day. Clarifying any questions, comments, or concerns to the best of my knowledge. Helping direct parents to the correct field for the child. Training up and coming coaches/ giving them constructive feedback.

Jun 2014 - Oct 2017

Intern Assistant

Colorado Springs, Colorado Area

Wealth and asset management. Includes investments and life insurance as well. Assisting upper level executives with backroom work: paperwork, emails, client followups etc.

Oct 2016 - May 2017
Team & coworkers

Colleagues at First Affirmative Financial Network

Other employees you can reach at firstaffirmative.com. View company contacts for 49 employees →

1 education record

Jared Mannar education

FAQ

Frequently asked questions about Jared Mannar

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

What company does Jared Mannar work for?

Jared Mannar works for First Affirmative Financial Network.

What is Jared Mannar's role at First Affirmative Financial Network?

Jared Mannar is listed as Account Services Specialist at First Affirmative Financial Network.

What is Jared Mannar's email address?

AeroLeads has found 1 work email signal at @firstaffirmative.com for Jared Mannar at First Affirmative Financial Network.

Where is Jared Mannar based?

Jared Mannar is based in Colorado Springs, Colorado, United States while working with First Affirmative Financial Network.

What companies has Jared Mannar worked for?

Jared Mannar has worked for First Affirmative Financial Network, T. Rowe Price, Folio Investing, Soccer Buddies Ltd, and Transamerica Financial Advisors, Inc..

Who are Jared Mannar's colleagues at First Affirmative Financial Network?

Jared Mannar's colleagues at First Affirmative Financial Network include Jennifer Waterman, David Behnke-Seper, Virginia Moran, Julie Mcnamara, and David Bue.

How can I contact Jared Mannar?

You can use AeroLeads to view verified contact signals for Jared Mannar at First Affirmative Financial Network, including work email, phone, and LinkedIn data when available.

What schools did Jared Mannar attend?

Jared Mannar holds Bachelor'S Degree, Banking, Corporate, Finance, And Securities Law, Graduate from University Of Colorado Colorado Springs.

What skills is Jared Mannar known for?

Jared Mannar is listed with skills including Customer Service, Public Speaking, Microsoft Office, Microsoft Powerpoint, Social Media, Leadership, Microsoft Excel, and Management.

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