Jade

Jade: Email & Phone Number

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Portfolio Manager at Financial Symmetry Inc.|Fuquay-Varina, North Carolina, United States

Position:

Portfolio Manager at Financial Symmetry Inc.

Location:

Fuquay-Varina, North Carolina, United States

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Last updated: 2026-07-08
Updated: 2026-07-08

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Work Experience 7 years

Portfolio Manager at Financial Symmetry Inc.

Jan 2026 - Current

Operations Associate at Financial Symmetry Inc.

Oct 2023 - Feb 2026

To-Go Specialist at Darden

Nov 2019 - Feb 2025

Bank Teller at SECU

Jan 2022 - Jan 2022

Jade started working in 2019, then the employee has changed 2 companies and 3 jobs. On average, Jade works for one company for 2 years.

Their professional focus is Account Maintenance, Cash Handling, and Customer Service across 3 core areas.

Jade holds How To Find Planning Opportunities When Reviewing A Tax Return and Series 65 certifications.

Education

Bachelor of Science - BS at North Carolina State University

Associate of Arts - AA at Wake Technical Community College

Jade Namesakes

Name
Company
Position
Jade
Westel Wireless Systems Pty. Ltd.
Executive Assistant
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Jade
Dibet Power Station
Business Development Manager
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Jade
southern angel donut co.
Store Manager
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