Jared Thomas Email & Phone Number

United States

Founded the Oversight and Portfolio Operations Group consisting of two teams:o Operations Oversight supervises the accuracy and effectiveness of Cambridge Associate’s Offshore Service Provider relationship – correcting issues, identifying exceptions, and analyzing process for improvemento Portfolio Operations is responsible for maintaining client portfolios in a proprietary tool to monitor liquidity and produce reports on demand. Additionally, the Portfolio Operations team is responsible for producing Audit Support Packages to assist with annual audits for non-profit clients

Leading an Investment Operations group by creating innovative solutions to increase process efficiencies and build collaborative teams across global offices. Rebuilt the Transaction Services presence in London and Singapore and aligned practices with US procedures. Created and implemented functionalized teams to improve efficiency, diminish impact of turnover, and provide scalability.

Arlington, Virginia

Supervised and managed the Advisory Services Group, in Arlington, VA and assisted in managing San Francisco, CA office who, in total, were responsible for trade execution and client servicing for over 200 clients and $52 billion in assets and executing over 4,000 client transactions annually related to Hedge Funds, Private Investments, and Traditional Investments. Project Manager of Cambridge Associates’ overhaul of their trade order management system, trading procedures, and reorganization of Investment Operations structure. Established automated documentation preparation using the new platform to limit company risk and increase process efficiency.

Arlington, Virginia, United States

Arlington, Virginia

Baltimore, Maryland Area

Part of the management team supervising over 50 financial advisors, 15 serviceassociates, $30 million in revenue, and $4 billion in AUM for the Northern Virginia-Washington DC-Maryland areaResponsible for various daily, weekly, and monthly reports for use by FinancialAdvisors and Regional and Company-wide managementCreated reports, surveys, and spreadsheets for local management team that wereadopted company-wide; including a complaint tracking database, call trackingspreadsheet, and moreResponsible for coordinating client seminars with Financial Advisors and quarterlyteam meetings including the development of a turnkey seminar process to improveclient turnoutInterface with, and resolve, high level customer complaints

Akron, Ohio

Quickly identified customer needs and respond appropriately to resolve any trading questions, exhibiting an ability to handle and resolve difficult customer service situationsConducted over 50 customer seminars on various financial topics, such as options, mutual funds, IRAs, ETFs, and advanced tradingCo-developed a Margin Account seminar to present to customers as well as a companywide plan and learning tool for implementing these seminars to customersReceived branch recognition from headquarters for stellar customer service and customer educationReceived branch recognition from headquarters for top lead conversion in the company

Developing Yourself As A Leader

Msf, Finance

Bsba, Finance