Jared W Noland
age ~43
from Walnut Creek, CA
- Also known as:
-
- Jared William Noland
Jared Noland Phones & Addresses
- Walnut Creek, CA
- 265 Bay Ridge Dr, Daly City, CA 94014
- 1414 Taraval St #1, San Francisco, CA 94116
- 562 38Th Ave #B, San Francisco, CA 94121
- Loomis, CA
- 303 E Monte Vista Ave, Visalia, CA 93277
- Mountain View, CA
Work
-
Company:Litman gregoryJul 1, 2015
-
Position:Wealth management analyst
Education
-
Degree:Master of Business Administration, Masters
-
School / High School:University of San Francisco2010 to 2012
-
Specialities:International Business, Finance
Skills
Financial Analysis • Financial Modeling • Asset Allocation • Portfolio Management • Microsoft Excel • Equity Research • Performance Attribution • Investments • Valuation • Trading
Languages
English
Ranks
-
Certificate:Chartered Financial Analyst (Cfa) Charterholder
Industries
Investment Management
Resumes
Wealth Management Analyst
view sourceLocation:
265 Bay Ridge Dr, Daly City, CA 94014
Industry:
Investment Management
Work:
Litman Gregory
Wealth Management Analyst
Fan Asset Management Jan 2014 - Jun 2015
Associate Portfolio Manager
Fan Asset Management Aug 2005 - Dec 2013
Assistant Portfolio Manager
Fan Asset Management Jan 2005 - Jul 2005
Portfolio Analyst
Wealth Management Analyst
Fan Asset Management Jan 2014 - Jun 2015
Associate Portfolio Manager
Fan Asset Management Aug 2005 - Dec 2013
Assistant Portfolio Manager
Fan Asset Management Jan 2005 - Jul 2005
Portfolio Analyst
Education:
University of San Francisco 2010 - 2012
Master of Business Administration, Masters, International Business, Finance California Polytechnic State University - San Luis Obispo 1999 - 2004
Bachelors, Bachelor of Science, Business Administration, Accounting, Finance
Master of Business Administration, Masters, International Business, Finance California Polytechnic State University - San Luis Obispo 1999 - 2004
Bachelors, Bachelor of Science, Business Administration, Accounting, Finance
Skills:
Financial Analysis
Financial Modeling
Asset Allocation
Portfolio Management
Microsoft Excel
Equity Research
Performance Attribution
Investments
Valuation
Trading
Financial Modeling
Asset Allocation
Portfolio Management
Microsoft Excel
Equity Research
Performance Attribution
Investments
Valuation
Trading
Languages:
English
Certifications:
Chartered Financial Analyst (Cfa) Charterholder
Certified Financial Planner Tm
Cfa Institute
Cfp Board
2014 Level Iii Candidate In the Cfa Program
Certified Financial Planner Tm
Cfa Institute
Cfp Board
2014 Level Iii Candidate In the Cfa Program
Name / Title
Company / Classification
Phones & Addresses
Portfolio Manager
Fan Asset Management LLC
Investment Advice
Investment Advice
201 San Antonio Cir # 265, Mountain View, CA 94040
Portfolio Manager
Fan Asset Management LLC
Asset Management / Investment Advisor · Investment Management · Investment Advisory Service
Asset Management / Investment Advisor · Investment Management · Investment Advisory Service
201 San Antonio Cir, Mountain View, CA 94040
900 Lafayette St, Santa Clara, CA 95050
2700 Augustine Dr, Santa Clara, CA 95054
650 559-0360, 408 748-1562
900 Lafayette St, Santa Clara, CA 95050
2700 Augustine Dr, Santa Clara, CA 95054
650 559-0360, 408 748-1562
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Jared Noland
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