Jared Hatfield is a finance professional with experience in trading and portfolio operations. Currently serving as a Trading Associate at Bahl & Gaynor since June 2022, Jared contributes to all phases of the trading process for private wealth and institutional clients. Prior to this role, Jared worked at Total Wealth Planning as a Portfolio Operations Associate from May 2018 to June 2022, where responsibilities included maintaining data accuracy, portfolio construction, and client service. Earlier experience includes internships at LendKey Technologies, Inc., focusing on loan servicing and operations, and a position at Marriott Hotels handling banquet setups. Jared holds a Bachelor's degree in Finance and a minor in Information Systems from the University of Cincinnati.
Sign up to view 0 direct reports
Get started