Jamie Norman
Charlotte,NC
Overview
18
18
years of professional experience
1
1
Certification
Work History
Vice President
Dimensional Fund Advisors
11.2021 - Current
- Responsible for RIA business in New England; approximately 60 client relationships, representing over $5 billion in assets under management
- Delivered new asset results consistently in top 8% of organization
- Presented to clients at conferences and industry events; adept at presenting in both large and small group settings
- Consulted annually on practice management with clients on improving profitability, human capital, marketing, and operational efficiency
- Facilitated multiple "study groups" (affinity groups for top clients across Eastern Seaboard)
Regional Director
Dimensional Fund Advisors
01.2018 - 11.2021
- Developed new investment strategies, in tandem with clients, that were subsequently created in '40 Act form
- Assisted clients with communicating complex investment concepts to end clients
- Increased revenues, AUM and clients within territory through growth of product suite
- Increased regional sales by implementing targeted marketing strategies and fostering strong relationships with key clients
Senior Associate
Dimensional Fund Advisors
08.2014 - 12.2017
- Spent two years in Austin, TX office as Sr. Associate covering New England, New York, representing 120+ client relationships and $7 billion in AUM
- Revamped firm's onboarding program for new employees
- Facilitated client affinity groups, presented investment topics to clients and prospects
Mutual Fund Analyst
Guidestone Capital Management
04.2010 - 07.2012
- Supported portfolio management functions by managing reporting and operations for fixed income portfolios
- Point person for annual audit of $12.5 billion Capital Management arm
- Oversaw annual investment reporting and performance review for firm's Board of Directors
- Negotiated deal for and implemented corporate governance software system, modernizing reports to Board of Directors
- Managed relationship with transfer agent and relationship with financial printer
- Provided oversight on firm's investment documents, including prospectus, SAI, and annual/semiannual reports
Customer Relations Specialist
GuideStone Financial Resources
09.2006 - 04.2010
- Handled approx. 20,000 client inbound calls annually, serving as phono-advisor
- Enhanced client loyalty by delivering personalized service and resolving issues relating to insurance, investments, and benefits
Education
Master of Business Administration - Capital Markets and Asset Management
Johnson GSM At Cornell University
Ithaca, NY05.2014
Bachelor of Business Administration - Dual Major - Finance and Real Estate
Baylor University
Waco, TX05.2006
Certification
- Series 7 & 66 Securities Licenses
- Skilled communicator with excellent written and verbal communication skills
- Accomplished public speaker and presenter
- Proficient in Microsoft Office Suite and PowerBI
- Enjoy hiking, camping, cycling, and running; goal to visit all 63 National Parks
Timeline
Vice President
Dimensional Fund Advisors
11.2021 - Current
Regional Director
Dimensional Fund Advisors
01.2018 - 11.2021
Senior Associate
Dimensional Fund Advisors
08.2014 - 12.2017
Mutual Fund Analyst
Guidestone Capital Management
04.2010 - 07.2012
Customer Relations Specialist
GuideStone Financial Resources
09.2006 - 04.2010
Master of Business Administration - Capital Markets and Asset Management
Johnson GSM At Cornell University
Bachelor of Business Administration - Dual Major - Finance and Real Estate
Baylor University