Jason Lowry Email & Phone Number
@bmo.com
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Who is Jason Lowry? Overview
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Jason Lowry is listed as Portfolio Analyst III at Principal Asset Management at Principal Financial Group, a company with 23560 employees, based in Des Moines, Iowa, United States. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Jason Lowry.
Jason Lowry previously worked as Portfolio Analyst III at Principal Financial Group and Associate Portfolio Manager at Bmo Commercial Bank. Jason Lowry holds Bachelor Of Business Administration - Bba, Finance, Business Analytics And Information Systems from The University Of Iowa Tippie College Of Business.
Email format at Principal Financial Group
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AeroLeads found 1 current-domain work email signal for Jason Lowry. Compare company email patterns before reaching out.
About Jason Lowry
Highly motivated professional with proven experience and outstanding performer in Credit analysis and Financial Modeling. Detail-oriented Analyst focused on further developing expertise in Financial and Risk Analysis. Strategic thinker with extension understanding of financial statement analysis, debt repayment, and portfolio management. Proficient in Excel, SQL, and R. Continued development through CFA Level II Candidacy.
Listed skills include Microsoft Office, Microsoft Word, Sql, Microsoft Excel, and 3 others.
Jason Lowry's current company
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Jason Lowry work experience
A career timeline built from the work history available for this profile.
Portfolio Analyst Iii
Current
Associate Portfolio Manager
Financial Analyst Commercial Bank
Commercial Analyst Development Program
- Participated in 2.5 week credit training course to improve qualitative and quantitative analysis of business' risks
- Attended accounting course to increase understanding of client financial statements for risk and repayment analysis
- Completed writing class leading to clear and concise analytical reviews of clients
Career Peer Advisor
- Conducted walk-in appointments and aided students with job and internship searches
- Supplied information on Pomerantz Career Center programs, services, and resources by giving presentations to student organizations and classes across campus
- Reviewed undergraduate student resumes and cover letters with a high satisfaction rate
Equity Research Analyst
- Managed a $500,000 endowed equity portfolio with other undergraduate finance students
- Communicated with the Krause Fund’s advisory board by presenting buy/sell recommendations for companies and to determine the final stock selections and portfolio weightings
- Employed top-down approach to research economic industry, company analysis, and various valuation techniques including discounted cash flow and economic value added
Markets Intern
- Input Over-The-Counter trade details through communicating with brokers and traders
- Exposure to options and swaps to hedge risk for the company
- Attend weekly classes for uses of options in commodities market to decrease exposure to risks
Student Clerk
- Assist in payment processing
- Maintain and organize patient information files
- Organize documents into appropriate healthcare systems
- Work in healthcare programs such as Epic
- Update invoices in company records
Commercial Lines Product Analyst Intern
- Conduct 21-page analysis in the Midwest Region to assist product managers
- Analyze umbrella policies over $1 million to form recommendation on profit from policy
- Form conclusion on Open Lot policies in the Midwest to determine profitability
- Run S.A.S and Hyperion queries to pull the correct data from the database
- Assist Product Managers in the profit and growth of the Midwest through products Nationwide offers
Manager
- Oversaw 13 employees and managed public relations
- Handled personnel issues between employees
- Organized employees’ schedules, public swim lessons, and private parties
- Integrated new clock-in system
- Conducted inventory of sales and deliveries
- Lifeguard/Cashier duties (see below, May 2014-August 2016)
Lifeguard/Cashier
- Head lifeguard, oversaw pool sanitation
- Enforced rules pertaining to Aquatic Center
- Created nightly deposits and balanced cash drawer nightly
- Assisted with swimming lessons
Colleagues at Principal Financial Group
Other employees you can reach at principal.com. View company contacts for 23560 employees →
Susan H. Moody
Colleague at Principal Financial GroupCharlotte, North Carolina, United States, United States
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Deanna Williams
Colleague at Principal Financial GroupMilo, Iowa, United States, United States
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Amritha Nair
Colleague at Principal Financial GroupPortland, Oregon, United States, United States
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KC
Kelly Cohea
Colleague at Principal Financial GroupDayton, Ohio, United States, United States
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SV
Sarah Voggesser
Colleague at Principal Financial GroupWest Des Moines, Iowa, United States, United States
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MM
Mark Millsaps
Colleague at Principal Financial GroupDenver, North Carolina, United States, United States
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BH
Brenna Hill
Colleague at Principal Financial GroupUnited States, United States
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TS
Tammy Scarborough
Colleague at Principal Financial GroupGrand Island, Nebraska, United States, United States
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PM
Phyllis Murray
Colleague at Principal Financial GroupNorwalk, Iowa, United States, United States
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SM
Stewart Montgomery
Colleague at Principal Financial GroupDes Moines, Iowa, United States, United States
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Jason Lowry education
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The University Of Iowa Tippie College Of Business
Frequently asked questions about Jason Lowry
Quick answers generated from the profile data available on this page.
What company does Jason Lowry work for?
Jason Lowry works for Principal Financial Group.
What is Jason Lowry's role at Principal Financial Group?
Jason Lowry is listed as Portfolio Analyst III at Principal Asset Management at Principal Financial Group.
What is Jason Lowry's email address?
AeroLeads has found 1 work email signal at @bmo.com for Jason Lowry at Principal Financial Group.
Where is Jason Lowry based?
Jason Lowry is based in Des Moines, Iowa, United States while working with Principal Financial Group.
What companies has Jason Lowry worked for?
Jason Lowry has worked for Principal Financial Group, Bmo Commercial Bank, University Of Iowa, The Krause Fund, and Intl Fcstone.
Who are Jason Lowry's colleagues at Principal Financial Group?
Jason Lowry's colleagues at Principal Financial Group include Susan H. Moody, Deanna Williams, Amritha Nair, Kelly Cohea, and Sarah Voggesser.
How can I contact Jason Lowry?
You can use AeroLeads to view verified contact signals for Jason Lowry at Principal Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Jason Lowry attend?
Jason Lowry holds Bachelor Of Business Administration - Bba, Finance, Business Analytics And Information Systems from The University Of Iowa Tippie College Of Business.
What skills is Jason Lowry known for?
Jason Lowry is listed with skills including Microsoft Office, Microsoft Word, Sql, Microsoft Excel, Time Management, Sas, and Microsoft Powerpoint.
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