Jon Bartholomew Email & Phone Number
Owner @ J.M. Bartholomew & Co.
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Jon Bartholomew Location
- Philadelphia, PA, US
Jon Bartholomew Work
- Financial Advisor @ (January 2020 - Present)
- Owner @ (November 2010 - Present)
- Associate Wealth Advisor @ (June 2017 - November 2017)
- Financial Advisor @ (September 2016 - June 2017)
- Senior Consultant @ (July 2014 - January 2016)
- Director of Finance @ Merion Wealth Partners, LLC. (July 2012 - March 2014)
- Senior Accounting Manager @ Joseph P. Melvin Company (January 2006 - November 2010)
- Staff Accountant @ ParenteBeard, LLC (Formerly Beard Miller Company) (November 2003 - December 2004)
Jon Bartholomew Education
- Penn State University
Executive MBA (Leadership)
2009-2011 - Susquehanna University
Bachelor of Science (Accounting)
1999-2003 - Pottsville High School
- Susquehanna University
Jon Bartholomew Skills
- Accounting
- Auditing
- Internal Controls
- Tax
- Finance
- General Ledger
- GAAP
- Financial Statements
- Sarbanes Oxley Act
- Budgets
- Account Reconciliation
- Strategic Financial Planning
- Financial Reporting
- Financial Accounting
- Forecasting
- Mergers and Acquisitions
- SEC filings
- Risk Management
- CPA
- Budgeting
- Project Management
- Variance Analysis
- Management Consulting
- Financial Forecasting
- QuickBooks
Jon Bartholomew Summary
- Jon Bartholomew, based in Philadelphia, PA, US, is currently a Owner at J.M. Bartholomew & Co.. Jon Bartholomew brings experience from previous roles at Kades-Margolis Corporation, Trinity Wealth Management, LLC - PA, KeyAdvisors and CBIZ. Jon Bartholomew holds a 2009 - 2011 Executive MBA in Leadership @ Penn State University. With a robust skill set that includes Accounting, Auditing, Internal Controls, Tax, Finance and more. Jon Bartholomew has 2 emails and 1 mobile phone numbers on RocketReach.
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