Jon Perkins Email & Phone Number
Product Management and Strategy @ Charles Schwab
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Jon Perkins Location
- Austin, TX, US
Jon Perkins Work
- Product Management and Strategy @ (May 2026 - Present)
- Senior Partner Program Manager | Consultants @ (February 2024 - April 2026)
- Data Partnerships Relationship Manager @ (October 2022 - January 2024)
- Senior Vice President Business Development @ (January 2022 - January 2022)
- Director, Financial Advisor Strategy @ (January 2021 - January 2022)
- Vice President | Platform Strategy @ (January 2018 - January 2021)
- Sales Director @ Oranj (January 2017 - January 2018)
- AVP, National RIA Business Development Director @ (January 2016 - January 2017)
- AVP, Institutional Business Development Regional Director @ (January 2015 - January 2016)
- Regional Consultant @ (January 2014 - January 2015)
- Signature Services Associate @ (January 2013 - January 2014)
- Client Services Representative @ (January 2013 - January 2013)
- Operations Associate @ (January 2012 - January 2013)
Jon Perkins Education
- Quinlan School of Business, Loyola University Chicago
BBA (Economics)
- The University of Texas at Austin
Financial Planning Certificate Program
Jon Perkins Skills
- Financial Analysis
- Customer Service
- Leadership
- Management
- Financial Services
- Portfolio Management
- Finance
- Outlook
- Mutual Funds
- Investments
- Sales
- Wealth Management
- Securities
- Asset Management
- Series 7
- Retirement
- RIAs
- Equities
- Asset Allocation
- Alternative Investments
- Fixed Income
- Microsoft Excel
- New Business Development
- Business Development
- Business Strategy
- Customer Relationship Management (CRM)
- Salesforce.com
- PowerPoint
- Microsoft Office
- Research
- Strategic Planning
- Legal Research
- Customer Relationship Management Crm
- Reporting And Analysis
- Business Development Consultancy
- Financial Modeling
- Business Analysis
- Bloomberg
- Financial Reporting
- Product Development
- Technical Demonstrations
- CRM
- Investment Management
- Customer Relationship Management
Jon Perkins Summary
- Jon Perkins, based in Austin, TX, US, is currently a Product Management and Strategy at Charles Schwab. Jon Perkins brings experience from previous roles at Addepar, Supernova Technology™ and Credible. Jon Perkins holds a BBA in Economics @ Quinlan School of Business, Loyola University Chicago. With a robust skill set that includes Financial Analysis, Customer Service, Leadership, Management, Financial Services and more. Jon Perkins has 2 emails and 2 mobile phone numbers on RocketReach.
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