Jon Needham Email & Phone Number
Senior Vice President @ The Davis Companies
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Jon Needham Location
- Boston, MA, US
Jon Needham Work
- 2023 -now Senior Vice President @
- 2021 -2023 Vice President, Investment Management @
- 2017 -2021 Associate Asset Manager @
- 2019 -2019 Associate @
- 2017 -2019 Senior Analyst @
- 2015 -2017 Officer - Client Sales and Service Officer II @
- 2014 -2015 Senior Associate @
Jon Needham Education
- Babson F.W. Olin Graduate School of Business
Master of Business Administration (MBA) (Entrepreneurship/Entrepreneurial Studies)
2017-2020 - Duke University Graduate School
Masters of Arts
2011-2013 - Duke University
Bachelor of Arts (HISTORY)
2007-2011
Jon Needham Skills
- Wealth Management
- Investment Management
- Investments
- Fixed Income
- Asset Allocation
- Mutual Funds
- Finance
- Analysis
- Microsoft Excel
Jon Needham Summary
- Jon Needham, based in Boston, MA, US, is currently a Senior Vice President at Davis. Jon Needham brings experience from previous roles at BentallGreenOak and Bentall Kennedy. Jon Needham holds a 2017 - 2020 Master of Business Administration (MBA) in Entrepreneurship/Entrepreneurial Studies @ Babson F.W. Olin Graduate School of Business. With a robust skill set that includes Wealth Management, Investment Management, Investments, Fixed Income, Asset Allocation and more. Jon Needham has 2 emails on RocketReach.
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Top The Davis Companies Employees
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