Consultant
Current
Jan 2023 - Present
AeroLeads people directory · profile
Jason Goepfert Email & Phone Number
Consultant
at
White Oak Consultancy LLC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Who is Jason Goepfert? Overview
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Quick answer
Jason Goepfert is listed as Consultant at White Oak Consultancy LLC, based in United States. AeroLeads shows a matched LinkedIn profile for Jason Goepfert.
Jason Goepfert previously worked as Founder at Sundial Capital Research, Inc. and Head Of Research Department at Sundial Capital Research, Inc.. Jason Goepfert studied at University Of Minnesota - Carlson School Of Management.
Company email context
Email format at White Oak Consultancy LLC
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White Oak Consultancy LLC
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Profile bio
About Jason Goepfert
Jason Goepfert is the chief research analyst and founder of SentimenTrader (Sundial Capital Research), a subscription-based suite of analysis, tools and research products that are designed to provide actionable trading insights to investors, traders and financial advisors.For over 25 years, Jason has provided sentiment analysis through a variety of reports with SentimenTrader. He currently writes the SentimentEdge Report, a cornerstone update that is regularly referenced in the Wall Street Journal, Forbes, The New York Times and others. He also shares his own portfolio and quantitative rationale in PortfolioEdge, offering readers an opportunity to see how a veteran investor manages his trades.Jason is passionate about providing data-driven analysis that relies on indicators and quantitative research over the emotionally-influenced alternatives often found in media and on “The Street.” Since starting SentimenTrader, Jason has added to his roster of analysts and data experts and now leads one of the most trusted teams of financial experts in the market.
Current workplace
Jason Goepfert's current company
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5 roles
Jason Goepfert work experience
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Founder
Current
Sundial Capital Research, Inc.
Apr 2001 - Present
Head Of Research Department
Sundial Capital Research, Inc.
Jul 2021 - Jul 2023
Operations Manager
Apr 2000 - Sep 2000
Operations Manager
Aug 1995 - Jan 2000
1 education record
Jason Goepfert education
FAQ
Frequently asked questions about Jason Goepfert
Quick answers generated from the profile data available on this page.
What company does Jason Goepfert work for?
Jason Goepfert works for White Oak Consultancy LLC.
What is Jason Goepfert's role at White Oak Consultancy LLC?
Jason Goepfert is listed as Consultant at White Oak Consultancy LLC.
Where is Jason Goepfert based?
Jason Goepfert is based in United States while working with White Oak Consultancy LLC.
What companies has Jason Goepfert worked for?
Jason Goepfert has worked for White Oak Consultancy Llc, Sundial Capital Research, Inc., Deephaven Capital Management, and Wells Fargo Investments.
How can I contact Jason Goepfert?
You can use AeroLeads to view verified contact signals for Jason Goepfert at White Oak Consultancy LLC, including work email, phone, and LinkedIn data when available.
What schools did Jason Goepfert attend?
Jason Goepfert studied at University Of Minnesota - Carlson School Of Management.
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