Jon Green Email & Phone Number
Registered Investment Advisor | Fiduciary | Financial Planning | Retirement Planning @ Encompass Advisors
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Jon Green Location
- Brevard, NC, US
Jon Green Work
- Registered Investment Advisor | Fiduciary | Financial Planning | Retirement Planning @ (January 2004 - Present)
- President @ International Equisource, Ltd. (January 1995 - January 2004)
- President and CEO @ (January 1990 - January 1995)
- Financial and Operations Principal @ Integrated Resources, Ltd (January 1983 - January 1990)
Jon Green Education
- Notre Dame Law School
Doctor of Law (JD) (Law)
- Indiana University - Kelley School of Business
MBA (Finance)
- University of Maryland - Robert H. Smith School of Business
BS (Accounting)
Jon Green Skills
- Alternative Investments
- Asset Management
- Business Planning
- Business Strategy
- Corporate Finance
- Due Diligence
- Entrepreneurship
- Equities
- Estate Planning
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Hedge Funds
- Investments
- Management Consulting
- Mergers & Acquisitions
- Portfolio Management
- Private Equity
- Retirement Planning
- Small Business
- Start-ups
- Strategic Planning
- Valuation
- Venture Capital
- Wealth Management
Jon Green Summary
- Jon Green, based in Brevard, NC, US, is currently a Registered Investment Advisor | Fiduciary | Financial Planning | Retirement Planning at Encompass Advisors. Jon Green brings experience from previous roles at International Equisource, Ltd., Applied Earth Technologies and Integrated Resources, Ltd. Jon Green holds a Doctor of Law (JD) in Law @ Notre Dame Law School. With a robust skill set that includes Alternative Investments, Asset Management, Business Planning, Business Strategy, Corporate Finance and more. Jon Green has 2 emails and 1 mobile phone numbers on RocketReach.
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