Jon Perkins Email & Phone Number

Product Management and Strategy @ Charles Schwab

5 free lookup(s).

Jon Perkins Location

Austin, TX, US

Jon Perkins Work

2026 - now Product Management and Strategy @ Charles Schwab
View Department
2024 - 2026 Senior Partner Program Manager | Consultants @ Addepar
2022 - 2024 Data Partnerships Relationship Manager @ Addepar

2022 - 2022 Senior Vice President Business Development @ Supernova Technology™
View Department
2021 - 2022 Director, Financial Advisor Strategy @ Credible
2018 - 2021 Vice President | Platform Strategy @ BNY Pershing
2017 - 2018 Sales Director @ Oranj
2016 - 2017 AVP, National RIA Business Development Director @ Envestnet, Inc
2015 - 2016 AVP, Institutional Business Development Regional Director @ Envestnet, Inc
2014 - 2015 Regional Consultant @ Envestnet, Inc

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Jon Perkins Education

Quinlan School of Business, Loyola University Chicago
BBA (Economics)

Jon Perkins Skills

Financial Analysis
Customer Service
Leadership

Management
Financial Services
Portfolio Management
Finance
Outlook
Mutual Funds
Investments

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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 1 emails and 1 mobile phone numbers on RocketReach.

Jon Perkins Emails

Found 1 emails

@gmail.com

Jon Perkins Phone Numbers

Found 4 phone numbers

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