Managing Director, Senior Financial Advisor
Veritas Private Wealth Management
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Jared Todd Email & Phone Number
Managing Director, Senior Financial Advisor
at
Veritas Private Wealth Management
1 work email found
@ftportfolios.com
2 phones found area 630
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Senior Financial Advisor
Location
Austin, Texas, United States
Who is Jared Todd? Overview
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Quick answer
Jared Todd is listed as Managing Director, Senior Financial Advisor at Veritas Private Wealth Management, based in Austin, Texas, United States. AeroLeads shows a work email signal at ftportfolios.com, phone signal with area code 630, and a matched LinkedIn profile for Jared Todd.
Jared Todd previously worked as Vice President | UITs - External Advisor Consultant at First Trust and Vice President | ETFs & SMAs - External Advisor Consultant at First Trust. Jared Todd holds B.S, Business/Economics from Wheaton College.
Company email context
Email format at Veritas Private Wealth Management
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{first_initial}{last}@ftportfolios.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jared Todd. Compare company email patterns before reaching out.
Profile bio
About Jared Todd
Jared Todd is a Managing Director, Senior Financial Advisor at Veritas Private Wealth Management. He possess expertise in public speaking, leadership, microsoft excel, microsoft office, social media and 13 more skills.
Listed skills include Public Speaking, Leadership, Microsoft Excel, Microsoft Office, and 14 others.
Current workplace
Jared Todd's current company
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8 roles
Jared Todd work experience
A career timeline built from the work history available for this profile.
Vice President | Uits - External Advisor Consultant
Current
Jul 2020 - Present
Vice President | Etfs & Smas - External Advisor Consultant
Oct 2018 - Jun 2020
Internal Consultant
May 2015 - Sep 2018
Client Services Representative
May 2015 - Jul 2015
Associate Intern
- Assisted Leverage Finance, Municipal Bonds, and New Product Development groups
- Analyzed credit of potential investment opportunities utilizing MS Excel
Jan 2015 - May 2015
Sales Management Trainee
- Interacted with customers to sell and lease trucks achieving top sales position in north Chicago district twice over summer
- Managed fleet inventory ensuring high usage, availability, coordinating schedule of drivers moving trucks between locations, and securing vehicles from other locations when necessary
- Analyzed rentals at agent locations ensuring vehicles were available at closest location
- Collaborated with co-workers to achieve second highest revenue-earning district in the U.S.
- Identified leads for long-term leases in conjunction with rental and lease sales representatives and provided necessary information for sales professionals to convert leads to customers
May 2014 - Aug 2014
Campus Recruitment Representative
- Represented the Kamp at Wheaton College to build awareness of summer employmentopportunities
- Recruited 30-40 students annually to be counselors at this summer camp
- Organized meetings for past and prospective counselors to generate enthusiasm for the Kamp andto allow past counselors to share their experience with possible counselors
Aug 2013 - Aug 2014
1 education record
Jared Todd education
-
Wheaton College
FAQ
Frequently asked questions about Jared Todd
Quick answers generated from the profile data available on this page.
What company does Jared Todd work for?
Jared Todd works for Veritas Private Wealth Management.
What is Jared Todd's role at Veritas Private Wealth Management?
Jared Todd is listed as Managing Director, Senior Financial Advisor at Veritas Private Wealth Management.
What is Jared Todd's email address?
AeroLeads has found 1 work email signal at @ftportfolios.com for Jared Todd at Veritas Private Wealth Management.
What is Jared Todd's phone number?
AeroLeads has found 2 phone signal(s) with area code 630 for Jared Todd at Veritas Private Wealth Management.
Where is Jared Todd based?
Jared Todd is based in Austin, Texas, United States while working with Veritas Private Wealth Management.
What companies has Jared Todd worked for?
Jared Todd has worked for Veritas Private Wealth Management, First Trust, Penske Truck Leasing, and Kanakuk Kamps.
How can I contact Jared Todd?
You can use AeroLeads to view verified contact signals for Jared Todd at Veritas Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jared Todd attend?
Jared Todd holds B.S, Business/Economics from Wheaton College.
What skills is Jared Todd known for?
Jared Todd is listed with skills including Public Speaking, Leadership, Microsoft Excel, Microsoft Office, Social Media, Powerpoint, Management, and Sales.
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