Bobby Jones Email & Phone Number
Chief Investment Officer @ Monticello Wealth Management
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Bobby Jones Location
- San Antonio, TX, US
Bobby Jones Work
- 2026 -now Chief Investment Officer @
- 2023 -2026 Senior Vice President @
- 2016 -2023 Sr Fixed Income Analyst @ USAA Investments, A Victory Capital Investment Franchise
- 2014 -2016 Chief Financial Officer @
- 2010 -2014 Director @
- 2009 -2010 Associate @ Brazos Private Equity Partners
- 2007 -2009 Analyst @ Lehman Brothers
Bobby Jones Education
- Texas Christian University
Bachelor of Business Administration (BBA) (Accounting and Finance)
2003-2007
Bobby Jones Skills
- Valuation
- Private Equity
- High Yield
- LBO
- Financial Modeling
- Investment Banking
- Equities
- Special Situations
- Hedge Funds
- Capital Markets
- Alternative Investments
- Corporate Finance
- Bloomberg
- Due Diligence
- Leveraged Finance
- Equity Research
- Investments
- Corporate Development
- Fixed Income
- Portfolio Management
- Equity Valuation
- Financial Analysis
- Sales
- Customer Service
Bobby Jones Summary
- Bobby Jones, based in San Antonio, TX, US, is currently a Chief Investment Officer at 1900 Wealth. Bobby Jones brings experience from previous roles at 1900 Wealth, USAA Investments, A Victory Capital Investment Franchise, Tricolor Auto Group, LLC and Highland Capital Management, L.P.. Bobby Jones holds a 2003 - 2007 Bachelor of Business Administration (BBA) in Accounting and Finance @ Texas Christian University. With a robust skill set that includes Valuation, Private Equity, High Yield, LBO, Financial Modeling and more. Bobby Jones has 4 emails and 3 mobile phone numbers on RocketReach.
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Charles Dodd
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Phyllis Kyle
Vice President
United States
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Hunt Hord
Investment Advisor
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Mary Romanczuk
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