Jarrott Heath
Director of Investments
- Role
- Director of Investments at Comperio Retirement Consulting
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Experience
Director of Investments
Comperio Retirement Consulting
May 2018 — Present · Raleigh-Durham, NC, US
Jarrott is the Director of Investments and co-Chair in the Investment Committee. In this role, he leads investment research and manager due diligence for equity, fixed income, alternative assets, and multi-asset strategies; combines in-house analytics and third-party research in guiding macro-economic forecasts; and oversees asset allocation recommendations.
Education
University of Cincinnati Carl H. Lindner College of Business
Master of Business Administration ( MBA ), Business Administration
2000 — 2002
University of North Florida - College of Business Administration
Bachelor of Business Administration ( BBA ), Finance
1990 — 1992
Skills
- Salesforce.com
- Miller Heiman Sales Training
- Sales Management
- Management
- Derivatives
- Financial Analysis
- Game Theory
- Negotiation
- Microsoft Office
- Sales
- B2b
- Account Management
- Financial Modeling
- Presentation Development
- Customer Service
- Strategic Selling
- Valuation
- Strategic Thinking
- Dcf Valuation
- Business Strategy
- Outside Sales
- Microsoft Excel
- Powerpoint
- Sales Process
- Bloomberg
- Strategic Planning
- Sales Presentations
- Deal Closure
- Financial Forecasting
- Mergers & Acquisitions
- Entrepreneurship
- Corporate Finance
- Advanced Excel
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