Jamie Halverson Email & Phone Number
@lpl.com
3 phones found area 908
LinkedIn matched
Who is Jamie Halverson? Overview
A concise factual answer block for searchers comparing this professional profile.
Jamie Halverson is listed as AVP, Regional Supervisory Officer at D.A. Davidson Companies, a company with 976 employees, based in Tulsa Metropolitan Area, United States, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 908, and a matched LinkedIn profile for Jamie Halverson.
Jamie Halverson previously worked as Regional Supervisory Officer at D.A. Davidson Companies and Manager Complex Product Supervision at Lpl Financial. Jamie Halverson holds Mba, Business Administration And Management, General from Cardean University.
Email format at D.A. Davidson Companies
This section adds company-level context without repeating Jamie Halverson's masked contact details.
AeroLeads found 1 current-domain work email signal for Jamie Halverson. Compare company email patterns before reaching out.
About Jamie Halverson
Over 10 years of registered principal supervision including: discretionary accounts, private placements, alternative investments, options, structured products, variable annuities and 529 plans.Consistently at the top for quality, productivity and client calls.Two time Ironman triathlon finisher.Specialties: adobe acrobat, budgeting, customer relations, customer service, directing, due diligence, financial, internet explorer, legal, litigation, lotus notes, marketing, microsoft excel, microsoft exchange, microsoft money, microsoft office, microsoft office 97, microsoft outlook, microsoft powerpoint, microsoft windows 2000, microsoft windows 95, microsoft windows 98, microsoft windows nt, microsoft word, relationship building, sales, seminars, supervisory skills,
Listed skills include Alternative Investments, Financial Advisory, Series 53, Relationship Management, and 9 others.
Jamie Halverson's current company
Company context helps verify the profile and gives searchers a useful next step.
Jamie Halverson work experience
A career timeline built from the work history available for this profile.
Manager Complex Product Supervision
I manage a team of complex product supervisors that specialize in suitability review of REITs, BDCs, Hedge Funds, Private equity and credit, Exchange Funds, QOZ funds and Structured Products.
Corporate Registered Principal
Registered Principal reviewing Complex Products including, Discretionary accounts, Structured Products, Managed Futures, Private Placements and Options accounts.
Division/Operations Manager
Senior Marketing Speicalist
Supported all marketing functions in the State Executive Office for agents in the state of MN.
Coe Med/Pip Supervisor
Lead a team of 8 -15 claims adjusters in a multiple states, specifically the New York team. Increased results in all areas while working with a reduced staff count, through more efficient processes and procedures.
Claims Management Trainee
Trained in multiple lines of insurace claims, as well as administrative and budget areas.
Claims Representative
Began as an entry level liability claims representative and quickly was promoted to a management training path.
Colleagues at D.A. Davidson Companies
Other employees you can reach at davidsoncompanies.com. View company contacts for 976 employees →
Shashi Kant Tiwari
Colleague at D.A. Davidson Companies
Ahmedabad, Gujarat, India, India
View →
LM
Leonie Manon
Colleague at D.A. Davidson Companies
Billings, Montana, United States, United States
View →
JK
Jim Kerr
Colleague at D.A. Davidson Companies
Seattle, Washington, United States, United States
View →
RR
Ray Round, Cfp®, Cws®
Colleague at D.A. Davidson Companies
Missoula, Montana, United States, United States
View →
SH
Susan Heibel Blahak
Colleague at D.A. Davidson Companies
United States, United States
View →
LB
Luke Bakken
Colleague at D.A. Davidson Companies
Seattle, Washington, United States, United States
View →
AK
Auriana Kent
Colleague at D.A. Davidson Companies
Helena, Montana, United States, United States
View →
JU
Joe Ulrey
Colleague at D.A. Davidson Companies
Los Angeles Metropolitan Area, United States
View →
KW
Kelly Wamble
Colleague at D.A. Davidson Companies
Edmonds, Washington, United States, United States
View →
DR
Debbie Rhodes
Colleague at D.A. Davidson Companies
Great Falls, Montana, United States, United States
View →
Jamie Halverson education
Mba, Business Administration And Management, General
B.S, Economics & Marketing
Frequently asked questions about Jamie Halverson
Quick answers generated from the profile data available on this page.
What company does Jamie Halverson work for?
Jamie Halverson works for D.A. Davidson Companies.
What is Jamie Halverson's role at D.A. Davidson Companies?
Jamie Halverson is listed as AVP, Regional Supervisory Officer at D.A. Davidson Companies.
What is Jamie Halverson's email address?
AeroLeads has found 1 work email signal at @lpl.com for Jamie Halverson at D.A. Davidson Companies.
What is Jamie Halverson's phone number?
AeroLeads has found 3 phone signal(s) with area code 908 for Jamie Halverson at D.A. Davidson Companies.
Where is Jamie Halverson based?
Jamie Halverson is based in Tulsa Metropolitan Area, United States, United States while working with D.A. Davidson Companies.
What companies has Jamie Halverson worked for?
Jamie Halverson has worked for D.A. Davidson Companies, Lpl Financial, Ameriprise Financial, Next Financial Group, Inc., and Farmers Insurance.
Who are Jamie Halverson's colleagues at D.A. Davidson Companies?
Jamie Halverson's colleagues at D.A. Davidson Companies include Shashi Kant Tiwari, Leonie Manon, Jim Kerr, Ray Round, Cfp®, Cws®, and Susan Heibel Blahak.
How can I contact Jamie Halverson?
You can use AeroLeads to view verified contact signals for Jamie Halverson at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.
What schools did Jamie Halverson attend?
Jamie Halverson holds Mba, Business Administration And Management, General from Cardean University.
What skills is Jamie Halverson known for?
Jamie Halverson is listed with skills including Alternative Investments, Financial Advisory, Series 53, Relationship Management, Trading, Complex Products Supervision, Series 24, and Series 4.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialCheck these profiles if this is not the Jamie Halverson you were looking for.
View similar profiles