Jason Lindquist

Jason Lindquist Email and Phone Number

Director of Investments at Everspire Global @ Everspire Global
Jason Lindquist's Location
Tacoma, Washington, United States, United States
Jason Lindquist's Contact Details

Jason Lindquist work email

Jason Lindquist personal email

n/a

Jason Lindquist phone numbers

About Jason Lindquist

Jason Lindquist is a Director of Investments at Everspire Global at Everspire Global. He possess expertise in asset management, finance, investments, equities, fixed income and 11 more skills. He is proficient in German.

Jason Lindquist's Current Company Details
Everspire Global

Everspire Global

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Director of Investments at Everspire Global
Jason Lindquist Work Experience Details
  • Everspire Global
    Director Of Investments
    Everspire Global Jan 2018 - Present
    Tacoma, Washington
    I manage approximately $45m in equity and fixed income investments for Everspire clients. Our process includes monitoring global markets, conducting investment research, building asset allocation models, and selecting appropriate and cost-effective investments. I also oversee implementation of these investment ideas across more than 500 accounts, including trading, cash management, and tax optimization. Other duties include directing Everspire's portfolio accounting, performance reporting, and regulatory compliance activities; consulting on firm-wide communications, writing, and editing projects; and managing client relationships.
    View
  • Cederian Investments, Llc
    Director Of Investments
    Cederian Investments, Llc Feb 2017 - Dec 2017
    Greater Salt Lake City Area
    Managed client assets across multiple equity and fixed income portfolios. I also oversaw all aspects of the merger of two investment advisory firms, including harmonization of investment strategies; integration of trading, portfolio accounting, and reporting systems; as well as client transition and integration.
    View
  • Cederian Investments, Llc
    Director Of Operations And Compliance
    Cederian Investments, Llc Jan 2010 - Jan 2017
    Provo, Utah Area
    Co-founder, partner, and Director of Operations. My roles included portfolio management, trading, portfolio accounting and reporting, and GIPS compliance, as well as marketing, client relations, legal regulatory compliance, and business operations. Increased assets under management 5x.
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  • Brown University
    Research Fellow
    Brown University Sep 2008 - Jun 2009
    Providence, Rhode Island Area
    Conducted postdoctoral research at Brown University's Pembroke Center.
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  • Victorian Studies
    Managing Editor
    Victorian Studies Aug 2005 - Aug 2007
    Bloomington, Indiana Area
    Edited and managed operations for a scholarly journal.
  • Fulbright Foundation For Scholarly Exchange
    Fulbright Fellow
    Fulbright Foundation For Scholarly Exchange Sep 2003 - Jul 2004
    Berlin Area, Germany
    Conducted doctoral research in Berlin, Germany.
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Jason Lindquist Skills

Asset Management Finance Investments Equities Fixed Income Portfolio Accounting Client Relations Regulatory Compliance Wealth Management Gips Compliance Portfolio Performance Analysis Portfolio Management Public Speaking Trading Financial Analysis Leadership

Jason Lindquist Education Details

Frequently Asked Questions about Jason Lindquist

What company does Jason Lindquist work for?

Jason Lindquist works for Everspire Global

What is Jason Lindquist's role at the current company?

Jason Lindquist's current role is Director of Investments at Everspire Global.

What is Jason Lindquist's email address?

Jason Lindquist's email address is ja****@****ian.com

What is Jason Lindquist's direct phone number?

Jason Lindquist's direct phone number is +180121*****

What schools did Jason Lindquist attend?

Jason Lindquist attended Indiana University Bloomington, Indiana University Bloomington, Brigham Young University.

What are some of Jason Lindquist's interests?

Jason Lindquist has interest in Poverty Alleviation.

What skills is Jason Lindquist known for?

Jason Lindquist has skills like Asset Management, Finance, Investments, Equities, Fixed Income, Portfolio Accounting, Client Relations, Regulatory Compliance, Wealth Management, Gips Compliance, Portfolio Performance Analysis, Portfolio Management.

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