Jon Hermann Email & Phone Number
Investment Operations Manager @ Equitybee
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Jon Hermann Location
- Colorado Springs, CO, US
Jon Hermann Work
- 2024 -now Investment Operations Manager @
- 2022 -2024 Senior Investment Operations Associate @
- 2021 -2022 Investment Operations Associate @
- 2018 -2021 Trading Representative @
- 2017 -2018 Institutional Client Services Representative @
- 2014 -2017 Brokerage Trade Desk and Brokerage Services Associate @
Jon Hermann Education
- University of Central Missouri
Bachelor of Science (B.S.) (Political Science and Government)
2005-2009
Jon Hermann Skills
- Legal Assistance
- Insurance
- Local Government
- Brokerage
- Investment Research
- Data Analysis
- Customer Satisfaction
- Government
- Investments
- Political Science
- Communication
- Analytic Problem Solving
- Trade Finance
- Finance
- Process Improvement
- Asset Allocation
- Claim
- Financial Services
- Investment Brokerage
- Mutual Funds
- FINRA
- Risk Management
- Interpersonal Communication
- Training
- Time Management
- Customer Service
- Customer Support
- Project Planning
- Property And Casualty Insurance
- Property And Casualty
- Interpersonal Skills
- Project Management
- Analytical Skills
- Coaching
- Trading
- Conflict Resolution
- Claims Investigations
- Continuous Improvement
- Organization Skills
- Securities
- Equity Trading
Jon Hermann Summary
- Jon Hermann, based in Colorado Springs, CO, US, is currently a Investment Operations Manager at Equitybee. Jon Hermann brings experience from previous roles at Equitybee, EquityBee, E*TRADE Advisor Services and Folio Investing. Jon Hermann holds a 2005 - 2009 Bachelor of Science (B.S.) in Political Science and Government @ University of Central Missouri. With a robust skill set that includes Legal Assistance, Insurance, Local Government, Brokerage, Investment Research and more. Jon Hermann has 1 emails and 1 mobile phone numbers on RocketReach.
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