Jared Hagen

Investment Product Specialist at Thrivent Asset Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • German Elementary proficiency
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Series 66
    NASAA
    Mar, 2021
    - Sep, 2024
  • Series 7
    FINRA
    Jan, 2021
    - Sep, 2024
  • SIE
    FINRA
    Nov, 2020
    - Sep, 2024

Experience

  • Thrivent Asset Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Investment Product Specialist
      • Jun 2019 - Present

      - Assist with product strategy including new product development and market positioning of Thrivent Asset Management products including Mutual Funds, Closed End Funds, Exchange Traded Funds, and Managed Accounts - Conduct due diligence and manager research for $5+ billion managed account program and Thrivent variable product subaccounts - Serve as subject matter expert for Thrivent Asset Management products, collaborating closely with investment and sales teams to drive growth - Prepare monthly and quarterly marketing materials including pitchbooks, commentaries, and ad-hoc materials for both institutional and retail clients Show less

  • Duluth Consulting Group
    • United States
    • Business Consulting and Services
    • Founder and President
      • Mar 2018 - Jun 2019

      First consulting club at the University of Minnesota Duluth. First consulting club at the University of Minnesota Duluth.

  • Integrated Equity Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning and Investment Intern
      • Apr 2018 - Aug 2018

      Responsibilities: - Create portfolio models for prospective and current clients in Morningstar - Ensure clients were complying with IRS regulations by calculating and taking the yearly required minimum distribution - Assist with tracking portfolio performance and rebalancing of portfolios on a monthly basis Key Projects: - Increased Investment Advisory AUM by more than $500k by diligently tracking eligible client accounts and transferring them. - Assisted in transition to new broker/dealer firm Show less

  • SPACES
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Investor Relations Specialist
      • Jan 2018 - May 2018

      Responsibilities: - Industry segmentation of Venture Capital Development - Understanding key business processes of specific industries pertaining to transportation, urban mobility, smart cities, and connected car systems. - Analysis of companies working on SaaS and IoT for the above industries. - Segment and analyze Venture Capital firms and their investments in the industry supply chain. Impact of my Role: - To market, promote, and embody the SPACES strategy of modernizing garages in the United States and globally. - Work with industry mentors associated with SPACES to bring in capital investment. - Engage and align Venture Capital firms and SPACES. Show less

  • YMCA of the Greater Twin Cities
    • United States
    • 1 - 100 Employee
    • Day Camp Counselor
      • Jun 2017 - Sep 2017

      As a Camp Counselor my responsibilities include effective time management skills, identifying and responding appropriately to issues that arise. Planning, leading and implementing programs in a small group. Along with demonstrating strong organizational and communication skills. As a Camp Counselor my responsibilities include effective time management skills, identifying and responding appropriately to issues that arise. Planning, leading and implementing programs in a small group. Along with demonstrating strong organizational and communication skills.

  • Reebok
    • United States
    • Manufacturing
    • 700 & Above Employee
    • Retail Sales Associate
      • Aug 2014 - Aug 2015

      Provided positive customer relationships through friendly greeting and excellent service. Explained merchandise uses, answer questions, and made recommendations to customers. Provided positive customer relationships through friendly greeting and excellent service. Explained merchandise uses, answer questions, and made recommendations to customers.

Education

  • University of Minnesota Duluth
    Bachelor of Arts - BA, Dual Concentration: Economics; Finance
    2015 - 2020
  • Eagan High School
    2011 - 2015

Community

You need to have a working account to view this content. Click here to join now