Johnathan Mitchell Email & Phone Number
Vice President, Financial Advisor, At Truist Investment Services, Inc @ Truist Wealth
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Johnathan Mitchell Location
- Atlanta, GA, US
Johnathan Mitchell Work
- 2021 -now Vice President, Financial Advisor, At Truist Investment Services, Inc @
- 2014 -2015 Financial Advisor @
- 2013 -2014 Princor Registered Representative, Financial Representative @
- 2012 -2013 Personal Banker @
- 2008 -2012 Relationship Specialist @ SunTrust Mortgage
Johnathan Mitchell Education
- Appalachian State
Bachelor of Science (BS) (Business Administration and Management, General)
2000-2004 - Grayson County College
Johnathan Mitchell Skills
- Leadership
- Estate Planning
- Series 63
- Executive Benefit Strategies
- Banking
- Fixed Annuities
- Insurance
- Business Overhead Expense
- Retirement Planning
- Sales
- Financial Planning
- Portfolio Management
- IRAs
- Investments
- Variable Annuities
- Informal Business Valuation
- Finance
- Individual Pension Plans
- Asset Allocation
- Financial Services
- Asset Managment
- Wealth Management
- Mutual Funds
- Universal Life
- Investment Strategies
- Buy Sell Agreements
- Risk Management
- Credit
- Key Person Insurance
- Consumer Lending
- Customer Service
- Long Term Care Insurance
- Management
- Term Life Insurance
- Tax Deferred Savings
- Loans
- Securities
- Financial Structuring
- Asset Management
- Financial Advisory
- Financial Analysis
- Strategic Financial Planning
- Tax
- Trust Services
- Accounting
- Mergers and Acquisitions
- Marketing Strategy
- Selling
- Strategic Partnerships
- SaaS
- Business Development
- Enterprise Software
- Professional Services
- Direct Sales
- Sales Management
- Software as a Service
- Marketing
- New Business Development
- Pre Sales
- Capital Markets
- Solution Selling
- Account Management
- Mergers
- Analytics
- Start Ups
- Private Equity
- Business Strategy
- Corporate Finance
- Product Management
- Business Planning
- Channel Partners
Johnathan Mitchell Summary
- Johnathan Mitchell, based in Atlanta, GA, US, is currently a Vice President, Financial Advisor, At Truist Investment Services, Inc at Truist Wealth. Johnathan Mitchell brings experience from previous roles at SunTrust Investment Services, Inc., Principal Financial Group, SunTrust Bank and SunTrust Mortgage. Johnathan Mitchell holds a 2000 - 2004 Bachelor of Science (BS) in Business Administration and Management, General @ Appalachian State. With a robust skill set that includes Leadership, Estate Planning, Series 63, Executive Benefit Strategies, Banking and more. Johnathan Mitchell has 3 emails and 3 mobile phone numbers on RocketReach.
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