Podcast Host And Podcast Producer
Riches Revealed Podcast
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Jack Martin Email & Phone Number
Podcast Host and Podcast Producer
at
Riches Revealed Podcast
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Current company
Riches Revealed Podcast
Role
Podcast Host and Podcast Producer
Location
Knoxville, Tennessee, United States
Who is Jack Martin? Overview
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Quick answer
Jack Martin is listed as Podcast Host and Podcast Producer at Riches Revealed Podcast, based in Knoxville, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Jack Martin.
Jack Martin previously worked as Podcast Host & Podcast Producer at Riches Revealed Podcast and Investment Analyst and Software Project Manager at Visionary Horizons Wealth Management Group. Jack Martin holds Board Certification Program, Financial Planning from College For Financial Planning.
Profile bio
About Jack Martin
• Former Board of Directors: Financial Planning Association of East TN• Financial experience including project management responsibilities since 2000• Background in investment management, research, and financial planning • Graduate of College for Financial Planning• B.S. in Finance with Real Estate minor, University of Colorado
Current workplace
Jack Martin's current company
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Riches Revealed Podcast
8 roles · 27 years
Jack Martin work experience
A career timeline built from the work history available for this profile.
Podcast Host & Podcast Producer
Current
Riches Revealed Podcast
Broadcasting from Knoxville, TN: the podcast discussing how to improve your finances and lead a richer life. https://richesrevealed.com
Nov 2021 - Present
Investment Analyst And Software Project Manager
Visionary Horizons Wealth Management Group
Investment Committee Lead: Research; recommendations; presentations. Improved advisor satisfaction by converting company to new investment reporting software. Technology solutions. Marketing.
Aug 2018 - Sep 2019
Financial Officer / Site Supervisor
Reliable Refurbishing
Financial analysis, forecasting and budgeting. Job supervision as needed.
Sep 2009 - Dec 2015
Operations Manager
Sovereign Financial Planning
Responsible for virtually every aspect of running a small firm. Duties that are additional to prior financial work experience:Financial planning for clientsCreated Asset Allocation Models and exception based rebalancingInstalled and maintained computer networkCustomized Portfolio Center reportingCoordinated design of website and business presentation materialsResponsible for newsletter design and article writingCreated systems for task tracking; calendar sharing; document management and phone logs
Oct 2007 - Mar 2009
Portfolio Management Operations Specialist
Operations manager of over 200 clients. Developed widely used tools in cash management, quarterly report tracking, weekly reporting, and equity re-balancing. Responsibilities included the following:• Investment recommendations• Investment plans• Trading• Portfolio re-balancing• Research• Operations training• Charitable Contributions• Asset transfers• Account set-up• Cost basis• Quarterly reporting to clients• DCA schedules• Client meetings• Meeting preparation• Cash management• Distributions
Apr 2006 - Oct 2007
Territory Manager
Covered the territory of NH, ME, and MA. Ensured that territory dealers maintain financial agreements with GE / Bombardier Capital. Work done out of home and on the road. Required overnight stays. Achieved a 26% increase in productivity over previous auditors. Developed record keeping system to assist other auditors.
2000 - Feb 2006
Jan 1992 - Jan 1997
4 education records
Jack Martin education
Board Certification Program, Financial Planning
Bachelor Of Science - Bs, Finance And Real Estate
Associate'S Degree
Bachelor'S Degree, Finance, General
FAQ
Frequently asked questions about Jack Martin
Quick answers generated from the profile data available on this page.
What company does Jack Martin work for?
Jack Martin works for Riches Revealed Podcast.
What is Jack Martin's role at Riches Revealed Podcast?
Jack Martin is listed as Podcast Host and Podcast Producer at Riches Revealed Podcast.
Where is Jack Martin based?
Jack Martin is based in Knoxville, Tennessee, United States while working with Riches Revealed Podcast.
What companies has Jack Martin worked for?
Jack Martin has worked for Riches Revealed Podcast, Visionary Horizons Wealth Management Group, Reliable Refurbishing, Sovereign Financial Planning, and Bmo Harris Private Banking.
How can I contact Jack Martin?
You can use AeroLeads to view verified contact signals for Jack Martin at Riches Revealed Podcast, including work email, phone, and LinkedIn data when available.
What schools did Jack Martin attend?
Jack Martin holds Board Certification Program, Financial Planning from College For Financial Planning.
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