Jarrott Heath, Cfa®, Caia

Jarrott Heath, Cfa®, Caia Email and Phone Number

Director of Investments @ Comperio Retirement Consulting
cary, north carolina, united states
Jarrott Heath, Cfa®, Caia's Location
Raleigh, North Carolina, United States, United States
Jarrott Heath, Cfa®, Caia's Contact Details

Jarrott Heath, Cfa®, Caia personal email

About Jarrott Heath, Cfa®, Caia

Jarrott Heath, Cfa®, Caia is a Director of Investments at Comperio Retirement Consulting. He possess expertise in valuation, business strategy, deal closure, financial analysis, game theory and 38 more skills.

Jarrott Heath, Cfa®, Caia's Current Company Details
Comperio Retirement Consulting

Comperio Retirement Consulting

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Director of Investments
cary, north carolina, united states
Website:
comperiorc.com
Employees:
5
Jarrott Heath, Cfa®, Caia Work Experience Details
  • Comperio Retirement Consulting
    Director Of Investments
    Comperio Retirement Consulting May 2018 - Present
    Raleigh-Durham, North Carolina Area
    Jarrott is the Director of Investments and co-Chair in the Investment Committee. In this role, he leads investment research and manager due diligence for equity, fixed income, alternative assets, and multi-asset strategies; combines in-house analytics and third-party research in guiding macro-economic forecasts; and oversees asset allocation recommendations.
    View
  • Heath Consulting Llc
    Principal Consultant
    Heath Consulting Llc Jul 2016 - Apr 2018
    United States
  • Parksite
    Manager - Portfolio 71 Conversion Program
    Parksite Jan 2013 - Nov 2015
    Us
    View
  • Parksite
    Territory (Sales) Manager
    Parksite Jun 2006 - Dec 2012
    Greater Boston Area
    View
  • The Heath Company
    Co-Founder, Financial Officer, Sales Manager
    The Heath Company Apr 1995 - Jun 2006
    Cincinnati, Ohio Area

Jarrott Heath, Cfa®, Caia Skills

Valuation Business Strategy Deal Closure Financial Analysis Game Theory Negotiation Corporate Finance Strategic Planning Strategic Selling Financial Modeling Strategic Thinking Presentation Development Sales Presentations Mergers And Acquisitions Entrepreneurship Sales Derivatives Microsoft Excel Advanced Excel Powerpoint Microsoft Office Outside Sales Salesforce.com Sales Management Account Management B2b Sales Process Management Customer Service Financial Forecasting Institutional Investments Manager Due Diligence Equity Research Investment Strategies Investment Management Equities Fixed Income Bloomberg Series 65 Morningstar Direct Defined Contribution Mean Variance Optimization Investment Research

Jarrott Heath, Cfa®, Caia Education Details

Frequently Asked Questions about Jarrott Heath, Cfa®, Caia

What company does Jarrott Heath, Cfa®, Caia work for?

Jarrott Heath, Cfa®, Caia works for Comperio Retirement Consulting

What is Jarrott Heath, Cfa®, Caia's role at the current company?

Jarrott Heath, Cfa®, Caia's current role is Director of Investments.

What is Jarrott Heath, Cfa®, Caia's email address?

Jarrott Heath, Cfa®, Caia's email address is jh****@****ite.com

What schools did Jarrott Heath, Cfa®, Caia attend?

Jarrott Heath, Cfa®, Caia attended University Of Cincinnati College Of Business, University Of North Florida - College Of Business Administration.

What are some of Jarrott Heath, Cfa®, Caia's interests?

Jarrott Heath, Cfa®, Caia has interest in Reading Non Fiction, Road Cycling, Golf, Fitness.

What skills is Jarrott Heath, Cfa®, Caia known for?

Jarrott Heath, Cfa®, Caia has skills like Valuation, Business Strategy, Deal Closure, Financial Analysis, Game Theory, Negotiation, Corporate Finance, Strategic Planning, Strategic Selling, Financial Modeling, Strategic Thinking, Presentation Development.

Who are Jarrott Heath, Cfa®, Caia's colleagues?

Jarrott Heath, Cfa®, Caia's colleagues are Scott Fremer.

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